AAS
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Avantax Advisory Services’s Credo Technology Group CRDO Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$927K Sell
10,012
-333
-3% -$19.4K 0.01% 1214
2025
Q1 		$415K Buy
10,345
+4,905
+90% +$305K ﹤0.01% 1629
2024
Q4 		$366K Buy
+5,440
New +$270K ﹤0.01% 1650

Other funds holding CRDO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Avantax Advisory Services's CRDO Position: Q2 2025 in Review

Avantax Advisory Services reduced its Credo Technology Group (CRDO) stake by 3.2% in Q2 2025, selling an estimated $19.4K and leaving 10,012 shares worth $927K. The position accounts for 0.01% of the portfolio, ranked #1214.

Avantax Advisory Services first reported a position in CRDO in Q4 2024 and has held it in 3 quarters since. 522 funds tracked by Wall St. Rank hold CRDO as of Q2 2025.

  • Avantax Advisory Services held 10,012 shares of Credo Technology Group worth $927K as of Q2 2025.
  • Avantax Advisory Services sold 333 Credo Technology Group shares in Q2 2025, an estimated $19.4K.
  • Credo Technology Group made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1214 holding.
  • Avantax Advisory Services first reported a position in Credo Technology Group in Q4 2024 and has held it in 3 quarters since.
  • 522 funds tracked by Wall St. Rank held Credo Technology Group as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.