Optivise Advisory Services’s Credo Technology Group CRDO Stock Holding History

Optivise Advisory Services’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	$267K	Buy	+984	New	+$194K	0.14%	174
2026 Q1	–	Sell	-2,118	Closed	-$305K	–	192
2025 Q4	$305K	Sell	2,118 -504	-19%	-$77.5K	0.18%	134
2025 Q3	$382K	Buy	+2,622	New	+$321K	0.23%	103

Other funds holding CRDO

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Optivise Advisory Services's CRDO Position: Q2 2026 in Review

Optivise Advisory Services opened a new position in Credo Technology Group (CRDO) in Q2 2026: 984 shares worth $267K. The stake represents 0.14% of the portfolio and ranks #174 among its holdings. This is a return to the name: Optivise Advisory Services previously reported a position in CRDO as recently as Q4 2025.

Optivise Advisory Services first reported a position in CRDO in Q3 2025 and has held it in 3 quarters since. The position peaked at $382K in Q3 2025. 246 funds tracked by Wall St. Rank hold CRDO as of Q2 2026.

Optivise Advisory Services held 984 shares of Credo Technology Group worth $267K as of Q2 2026.
Credo Technology Group was a new Optivise Advisory Services position in Q2 2026.
Credo Technology Group made up 0.14% of Optivise Advisory Services's portfolio in Q2 2026, its #174 holding.
Optivise Advisory Services first reported a position in Credo Technology Group in Q3 2025 and has held it in 3 quarters since.
Optivise Advisory Services's Credo Technology Group position peaked at $382K in Q3 2025.
246 funds tracked by Wall St. Rank held Credo Technology Group as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.