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Root Financial Partners’s Credo Technology Group CRDO Stock Holding History

Root Financial Partners’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 		– Sell
-173
Closed -$16.2K – 1016
2026
Q1 		$16.2K Buy
173
+18
+12% +$2.19K ﹤0.01% 1437
2025
Q4 		$22.3K Buy
155
+19
+14% +$2.92K ﹤0.01% 1131
2025
Q3 		$19.8K Buy
+136
New +$16.6K ﹤0.01% 1125

Other funds holding CRDO

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Vanguard Portfolio Management
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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

Root Financial Partners's CRDO Position: Q2 2026 in Review

Root Financial Partners sold out of Credo Technology Group (CRDO) in Q2 2026, closing a stake of 173 shares — an estimated $16.2K sold.

Root Financial Partners first reported a position in CRDO in Q3 2025 and held it in 3 quarters. The position peaked at $22.3K in Q4 2025. 982 funds tracked by Wall St. Rank hold CRDO as of Q2 2026.

  • Root Financial Partners reported no remaining Credo Technology Group position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 173 Credo Technology Group shares in Q2 2026, an estimated $16.2K.
  • Root Financial Partners first reported a position in Credo Technology Group in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Credo Technology Group position peaked at $22.3K in Q4 2025.
  • 982 funds tracked by Wall St. Rank held Credo Technology Group as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.