MWM
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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
SIM
SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mindset Wealth Management's CRDO Position: Q2 2026 in Review

Mindset Wealth Management reduced its Credo Technology Group (CRDO) stake by 12% in Q2 2026, selling an estimated $53.3K and leaving 1,994 shares worth $542K. The position accounts for 0.1% of the portfolio, ranked #94.

Mindset Wealth Management first reported a position in CRDO in Q4 2024 and has held it in 6 quarters since. 982 funds tracked by Wall St. Rank hold CRDO as of Q2 2026.

  • Mindset Wealth Management held 1,994 shares of Credo Technology Group worth $542K as of Q2 2026.
  • Mindset Wealth Management sold 270 Credo Technology Group shares in Q2 2026, an estimated $53.3K.
  • Credo Technology Group made up 0.1% of Mindset Wealth Management's portfolio in Q2 2026, its #94 holding.
  • Mindset Wealth Management first reported a position in Credo Technology Group in Q4 2024 and has held it in 6 quarters since.
  • 982 funds tracked by Wall St. Rank held Credo Technology Group as of Q2 2026.

Based on Mindset Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.