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Bernard Wealth Management’s Credo Technology Group CRDO Stock Holding History

Bernard Wealth 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 		$136K Hold
500
– – 0.05% 84
2026
Q1 		$46.9K Hold
500
– – 0.02% 131
2025
Q4 		$71.9K Hold
500
– – 0.03% 111
2025
Q3 		$72.8K Sell
500
-500
-50% -$61.2K 0.03% 112
2025
Q2 		$92.6K Buy
+1,000
New +$58.3K 0.04% 92

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

Bernard Wealth Management's CRDO Position: Q2 2026 in Review

Bernard Wealth Management held its Credo Technology Group (CRDO) position steady in Q2 2026 at 500 shares worth $136K. The position accounts for 0.05% of the portfolio, ranked #84.

Bernard Wealth Management first reported a position in CRDO in Q2 2025 and has held it in 5 quarters since. 982 funds tracked by Wall St. Rank hold CRDO as of Q2 2026.

  • Bernard Wealth Management held 500 shares of Credo Technology Group worth $136K as of Q2 2026.
  • Bernard Wealth Management left its Credo Technology Group share count unchanged in Q2 2026.
  • Credo Technology Group made up 0.05% of Bernard Wealth Management's portfolio in Q2 2026, its #84 holding.
  • Bernard Wealth Management first reported a position in Credo Technology Group in Q2 2025 and has held it in 5 quarters since.
  • 982 funds tracked by Wall St. Rank held Credo Technology Group as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.