Capital Advisors Wealth Management’s Credo Technology Group CRDO Stock Holding History

Capital Advisors 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	$367K	Buy	+1,350	New	+$267K	0.04%	170

Other funds holding CRDO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Advisors Wealth Management's CRDO Position: Q2 2026 in Review

Capital Advisors Wealth Management opened a new position in Credo Technology Group (CRDO) in Q2 2026: 1,350 shares worth $367K. The stake represents 0.04% of the portfolio and ranks #170 among its holdings.

978 funds tracked by Wall St. Rank hold CRDO as of Q2 2026.

Capital Advisors Wealth Management held 1,350 shares of Credo Technology Group worth $367K as of Q2 2026.
Credo Technology Group was a new Capital Advisors Wealth Management position in Q2 2026.
Credo Technology Group made up 0.04% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #170 holding.
978 funds tracked by Wall St. Rank held Credo Technology Group as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.