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Smallwood Wealth Investment Management’s Credo Technology Group CRDO Stock Holding History

Smallwood Wealth Investment Management’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
-250
Closed -$23.5K – 532
2026
Q1 		$23.5K Hold
250
– – 0.01% 246
2025
Q4 		$36K Buy
+250
New +$38.4K 0.02% 210

Other funds holding CRDO

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
ECP
Elemental Capital Partners San Francisco, California $476M AUM 638.26% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return

Smallwood Wealth Investment Management's CRDO Position: Q2 2026 in Review

Smallwood Wealth Investment Management sold out of Credo Technology Group (CRDO) in Q2 2026, closing a stake of 250 shares — an estimated $23.5K sold.

Smallwood Wealth Investment Management first reported a position in CRDO in Q4 2025 and held it in 2 quarters. The position peaked at $36K in Q4 2025. 330 funds tracked by Wall St. Rank hold CRDO as of Q2 2026.

  • Smallwood Wealth Investment Management reported no remaining Credo Technology Group position as of Q2 2026 after selling out during the quarter.
  • Smallwood Wealth Investment Management sold 250 Credo Technology Group shares in Q2 2026, an estimated $23.5K.
  • Smallwood Wealth Investment Management first reported a position in Credo Technology Group in Q4 2025 and held it in 2 quarters.
  • Smallwood Wealth Investment Management's Credo Technology Group position peaked at $36K in Q4 2025.
  • 330 funds tracked by Wall St. Rank held Credo Technology Group as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.