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Montag & Associates’s Credo Technology Group CRDO Stock Holding History

Montag & Associates’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
2025
Q4 		– Sell
-8
Closed -$1.17K – 1006
2025
Q3 		$1.17K Buy
+8
New +$979 ﹤0.01% 992

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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Montag & Associates's CRDO Position: Q4 2025 in Review

Montag & Associates sold out of Credo Technology Group (CRDO) in Q4 2025, closing a stake of 8 shares — an estimated $1.17K sold.

Montag & Associates first reported a position in CRDO in Q3 2025 and held it in 1 quarter. The position peaked at $1.17K in Q3 2025. 752 funds tracked by Wall St. Rank hold CRDO as of Q4 2025.

  • Montag & Associates reported no remaining Credo Technology Group position as of Q4 2025 after selling out during the quarter.
  • Montag & Associates sold 8 Credo Technology Group shares in Q4 2025, an estimated $1.17K.
  • Montag & Associates first reported a position in Credo Technology Group in Q3 2025 and held it in 1 quarter.
  • Montag & Associates's Credo Technology Group position peaked at $1.17K in Q3 2025.
  • 752 funds tracked by Wall St. Rank held Credo Technology Group as of Q4 2025.

Based on Montag & Associates's 13F filing for Q4 2025, filed 2 Feb 2026.