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Triad Wealth Partners’s Cirrus Logic CRUS Stock Holding History

Triad Wealth Partners’s Portfolio CRUS Stock Details CRUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$795K Buy
5,500
+341
+7% +$45.9K 0.06% 201
2025
Q4 		$611K Buy
+5,159
New +$635K 0.06% 226

Other funds holding CRUS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Triad Wealth Partners's CRUS Position: Q1 2026 in Review

Triad Wealth Partners increased its Cirrus Logic (CRUS) stake by 6.6% in Q1 2026, buying an estimated $45.9K and bringing the position to 5,500 shares worth $795K. The position accounts for 0.06% of the portfolio, ranked #201.

Triad Wealth Partners first reported a position in CRUS in Q4 2025 and has held it in 2 quarters since. 535 funds tracked by Wall St. Rank hold CRUS as of Q1 2026.

  • Triad Wealth Partners held 5,500 shares of Cirrus Logic worth $795K as of Q1 2026.
  • Triad Wealth Partners bought 341 Cirrus Logic shares in Q1 2026, an estimated $45.9K.
  • Cirrus Logic made up 0.06% of Triad Wealth Partners's portfolio in Q1 2026, its #201 holding.
  • Triad Wealth Partners first reported a position in Cirrus Logic in Q4 2025 and has held it in 2 quarters since.
  • 535 funds tracked by Wall St. Rank held Cirrus Logic as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.