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Optimum Investment Advisors’s Credo Technology Group CRDO Stock Holding History

Optimum Investment Advisors’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
Q3 		$204K Sell
1,400
-550
-28% -$67.3K 0.08% 187
2025
Q2 		$181K Buy
1,950
+650
+50% +$37.9K 0.08% 187
2025
Q1 		$52.2K Buy
+1,300
New +$80.8K 0.02% 329
2023
Q1 		– Sell
-9,095
Closed -$121K – 750
2022
Q4 		$121K Buy
+9,095
New +$121K 0.07% 238

Other funds holding CRDO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Optimum Investment Advisors's CRDO Position: Q3 2025 in Review

Optimum Investment Advisors reduced its Credo Technology Group (CRDO) stake by 28% in Q3 2025, selling an estimated $67.3K and leaving 1,400 shares worth $204K. The position accounts for 0.08% of the portfolio, ranked #187.

Optimum Investment Advisors first reported a position in CRDO in Q4 2022 and has held it in 4 quarters since. 638 funds tracked by Wall St. Rank hold CRDO as of Q3 2025.

  • Optimum Investment Advisors held 1,400 shares of Credo Technology Group worth $204K as of Q3 2025.
  • Optimum Investment Advisors sold 550 Credo Technology Group shares in Q3 2025, an estimated $67.3K.
  • Credo Technology Group made up 0.08% of Optimum Investment Advisors's portfolio in Q3 2025, its #187 holding.
  • Optimum Investment Advisors first reported a position in Credo Technology Group in Q4 2022 and has held it in 4 quarters since.
  • 638 funds tracked by Wall St. Rank held Credo Technology Group as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.