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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
Q2 		$223K Sell
1,748
-3,752
-68% -$614K 0.01% 518
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Triad Wealth Partners's CRUS Position: Q2 2026 in Review

Triad Wealth Partners reduced its Cirrus Logic (CRUS) stake by 68% in Q2 2026, selling an estimated $614K and leaving 1,748 shares worth $223K. The position accounts for 0.01% of the portfolio, ranked #518.

Triad Wealth Partners first reported a position in CRUS in Q4 2025 and has held it in 3 quarters since. The position peaked at $795K in Q1 2026. 579 funds tracked by Wall St. Rank hold CRUS as of Q2 2026.

  • Triad Wealth Partners held 1,748 shares of Cirrus Logic worth $223K as of Q2 2026.
  • Triad Wealth Partners sold 3,752 Cirrus Logic shares in Q2 2026, an estimated $614K.
  • Cirrus Logic made up 0.01% of Triad Wealth Partners's portfolio in Q2 2026, its #518 holding.
  • Triad Wealth Partners first reported a position in Cirrus Logic in Q4 2025 and has held it in 3 quarters since.
  • Triad Wealth Partners's Cirrus Logic position peaked at $795K in Q1 2026.
  • 579 funds tracked by Wall St. Rank held Cirrus Logic as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.