MWM
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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return

Mindset Wealth Management's CRDO Position: Q1 2026 in Review

Mindset Wealth Management reduced its Credo Technology Group (CRDO) stake by 8.7% in Q1 2026, selling an estimated $26.2K and leaving 2,264 shares worth $213K. The position accounts for 0.06% of the portfolio, ranked #160.

Mindset Wealth Management first reported a position in CRDO in Q4 2024 and has held it in 5 quarters since. The position peaked at $357K in Q4 2025. 709 funds tracked by Wall St. Rank hold CRDO as of Q1 2026.

  • Mindset Wealth Management held 2,264 shares of Credo Technology Group worth $213K as of Q1 2026.
  • Mindset Wealth Management sold 215 Credo Technology Group shares in Q1 2026, an estimated $26.2K.
  • Credo Technology Group made up 0.06% of Mindset Wealth Management's portfolio in Q1 2026, its #160 holding.
  • Mindset Wealth Management first reported a position in Credo Technology Group in Q4 2024 and has held it in 5 quarters since.
  • Mindset Wealth Management's Credo Technology Group position peaked at $357K in Q4 2025.
  • 709 funds tracked by Wall St. Rank held Credo Technology Group as of Q1 2026.

Based on Mindset Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.