Root Financial Partners
CRDO icon

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
Q3 		$47.8K Buy
+245
New +$52.8K ﹤0.01% 1117
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return

Root Financial Partners's CRDO Position: Q3 2026 in Review

Root Financial Partners opened a new position in Credo Technology Group (CRDO) in Q3 2026: 245 shares worth $47.8K. The stake represents ﹤0.01% of the portfolio and ranks #1117 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in CRDO as recently as Q1 2026.

Root Financial Partners first reported a position in CRDO in Q3 2025 and has held it in 4 quarters since. 783 funds tracked by Wall St. Rank hold CRDO as of Q3 2026.

  • Root Financial Partners held 245 shares of Credo Technology Group worth $47.8K as of Q3 2026.
  • Credo Technology Group was a new Root Financial Partners position in Q3 2026.
  • Credo Technology Group made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1117 holding.
  • Root Financial Partners first reported a position in Credo Technology Group in Q3 2025 and has held it in 4 quarters since.
  • 783 funds tracked by Wall St. Rank held Credo Technology Group as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.