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Optimist Retirement Group’s Credo Technology Group CRDO Stock Holding History

Optimist Retirement Group’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 		$776K Buy
2,854
+130
+5% +$25.7K 0.3% 56
2026
Q1 		$256K Buy
2,724
+1,248
+85% +$152K 0.11% 96
2025
Q4 		$212K Sell
1,476
-219
-13% -$33.7K 0.1% 109
2025
Q3 		$247K Buy
+1,695
New +$207K 0.11% 104

Other funds holding CRDO

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Optimist Retirement Group's CRDO Position: Q2 2026 in Review

Optimist Retirement Group increased its Credo Technology Group (CRDO) stake by 4.8% in Q2 2026, buying an estimated $25.7K and bringing the position to 2,854 shares worth $776K. The position accounts for 0.3% of the portfolio, ranked #56.

Optimist Retirement Group first reported a position in CRDO in Q3 2025 and has held it in 4 quarters since. 631 funds tracked by Wall St. Rank hold CRDO as of Q2 2026.

  • Optimist Retirement Group held 2,854 shares of Credo Technology Group worth $776K as of Q2 2026.
  • Optimist Retirement Group bought 130 Credo Technology Group shares in Q2 2026, an estimated $25.7K.
  • Credo Technology Group made up 0.3% of Optimist Retirement Group's portfolio in Q2 2026, its #56 holding.
  • Optimist Retirement Group first reported a position in Credo Technology Group in Q3 2025 and has held it in 4 quarters since.
  • 631 funds tracked by Wall St. Rank held Credo Technology Group as of Q2 2026.

Based on Optimist Retirement Group's 13F filing for Q2 2026, filed 10 Aug 2026.