Mindset Wealth Management
CRDO icon

Mindset Wealth Management’s Credo Technology Group CRDO Stock Holding History

Mindset Wealth Management’s Portfolio CRDO Stock Details CRDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$444K Buy
2,280
+286
+14% +$61.6K 0.08% 105
2026
Q2 		$542K Sell
1,994
-270
-12% -$53.3K 0.1% 94
2026
Q1 		$213K Sell
2,264
-215
-9% -$26.2K 0.06% 160
2025
Q4 		$357K Buy
2,479
+296
+14% +$45.5K 0.09% 112
2025
Q3 		$318K Sell
2,183
-1,615
-43% -$198K 0.09% 114
2025
Q2 		$352K Buy
+3,798
New +$221K 0.12% 93
2025
Q1 		– Sell
-3,352
Closed -$225K – 152
2024
Q4 		$225K Buy
+3,352
New +$167K 0.08% 118

Other funds holding CRDO

Zevenbergen Capital Investments
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
ECP
Elemental Capital Partners San Francisco, California $415M AUM 149.08% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
NLB Skladi upravljanje premozenja
NLB Skladi upravljanje premozenja Ljubljana $2.71B AUM 53.8% 1-Year Est. Return
EULAV Asset Management
EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Prevail Innovative Wealth Advisors
Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Mindset Wealth Management's CRDO Position: Q3 2026 in Review

Mindset Wealth Management increased its Credo Technology Group (CRDO) stake by 14% in Q3 2026, buying an estimated $61.6K and bringing the position to 2,280 shares worth $444K. The position accounts for 0.08% of the portfolio, ranked #105.

Mindset Wealth Management first reported a position in CRDO in Q4 2024 and has held it in 7 quarters since. The position peaked at $542K in Q2 2026. 200 funds tracked by Wall St. Rank hold CRDO as of Q3 2026.

  • Mindset Wealth Management held 2,280 shares of Credo Technology Group worth $444K as of Q3 2026.
  • Mindset Wealth Management bought 286 Credo Technology Group shares in Q3 2026, an estimated $61.6K.
  • Credo Technology Group made up 0.08% of Mindset Wealth Management's portfolio in Q3 2026, its #105 holding.
  • Mindset Wealth Management first reported a position in Credo Technology Group in Q4 2024 and has held it in 7 quarters since.
  • Mindset Wealth Management's Credo Technology Group position peaked at $542K in Q2 2026.
  • 200 funds tracked by Wall St. Rank held Credo Technology Group as of Q3 2026.

Based on Mindset Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.