CAPTRUST Financial Advisors
CRDO icon

CAPTRUST Financial Advisors’s Credo Technology Group CRDO Stock Holding History

CAPTRUST Financial Advisors’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 		$3.94M Buy
14,506
+2,554
+21% +$505K 0.01% 930
2026
Q1 		$1.12M Buy
11,952
+1,253
+12% +$153K ﹤0.01% 1551
2025
Q4 		$1.54M Sell
10,699
-86,020
-89% -$13.2M ﹤0.01% 1227
2025
Q3 		$14.1M Sell
96,719
-62,385
-39% -$7.64M 0.03% 398
2025
Q2 		$14.7M Buy
159,104
+23,846
+18% +$1.39M 0.03% 378
2025
Q1 		$5.43M Buy
135,258
+21,107
+18% +$1.31M 0.01% 560
2024
Q4 		$7.67M Buy
114,151
+15,894
+16% +$790K 0.02% 433
2024
Q3 		$3.03M Buy
98,257
+19,397
+25% +$578K 0.01% 698
2024
Q2 		$2.52M Buy
+78,860
New +$1.74M 0.01% 720
2024
Q1 		– Sell
-34,565
Closed -$673K – 2265
2023
Q4 		$673K Sell
34,565
-9,966
-22% -$169K ﹤0.01% 1525
2023
Q3 		$679K Sell
44,531
-5,074
-10% -$80.1K ﹤0.01% 1437
2023
Q2 		$860K Buy
+49,605
New +$590K ﹤0.01% 1298

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

CAPTRUST Financial Advisors's CRDO Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its Credo Technology Group (CRDO) stake by 21% in Q2 2026, buying an estimated $505K and bringing the position to 14,506 shares worth $3.94M. The position accounts for 0.01% of the portfolio, ranked #930.

CAPTRUST Financial Advisors first reported a position in CRDO in Q2 2023 and has held it in 12 quarters since. The position peaked at $14.7M in Q2 2025. 980 funds tracked by Wall St. Rank hold CRDO as of Q2 2026.

  • CAPTRUST Financial Advisors held 14,506 shares of Credo Technology Group worth $3.94M as of Q2 2026.
  • CAPTRUST Financial Advisors bought 2,554 Credo Technology Group shares in Q2 2026, an estimated $505K.
  • Credo Technology Group made up 0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #930 holding.
  • CAPTRUST Financial Advisors first reported a position in Credo Technology Group in Q2 2023 and has held it in 12 quarters since.
  • CAPTRUST Financial Advisors's Credo Technology Group position peaked at $14.7M in Q2 2025.
  • 980 funds tracked by Wall St. Rank held Credo Technology Group as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.