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Trek Financial’s Credo Technology Group CRDO Stock Holding History

Trek Financial’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 		$1M Sell
3,680
-2,982
-45% -$589K 0.05% 246
2026
Q1 		$625K Buy
6,662
+3,419
+105% +$416K 0.03% 280
2025
Q4 		$467K Sell
3,243
-1,059
-25% -$163K 0.03% 309
2025
Q3 		$626K Sell
4,302
-941
-18% -$115K 0.04% 262
2025
Q2 		$485K Sell
5,243
-873
-14% -$50.9K 0.03% 276
2025
Q1 		$246K Sell
6,116
-22,089
-78% -$1.37M 0.02% 343
2024
Q4 		$1.9M Buy
+28,205
New +$1.4M 0.14% 146

Other funds holding CRDO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

Trek Financial's CRDO Position: Q2 2026 in Review

Trek Financial reduced its Credo Technology Group (CRDO) stake by 45% in Q2 2026, selling an estimated $589K and leaving 3,680 shares worth $1M. The position accounts for 0.05% of the portfolio, ranked #246.

Trek Financial first reported a position in CRDO in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.9M in Q4 2024. 982 funds tracked by Wall St. Rank hold CRDO as of Q2 2026.

  • Trek Financial held 3,680 shares of Credo Technology Group worth $1M as of Q2 2026.
  • Trek Financial sold 2,982 Credo Technology Group shares in Q2 2026, an estimated $589K.
  • Credo Technology Group made up 0.05% of Trek Financial's portfolio in Q2 2026, its #246 holding.
  • Trek Financial first reported a position in Credo Technology Group in Q4 2024 and has held it in 7 quarters since.
  • Trek Financial's Credo Technology Group position peaked at $1.9M in Q4 2024.
  • 982 funds tracked by Wall St. Rank held Credo Technology Group as of Q2 2026.

Based on Trek Financial's 13F filing for Q2 2026, filed 13 Aug 2026.