CCWM
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Cassaday & Co Wealth Management’s Credo Technology Group CRDO Stock Holding History

Cassaday & Co 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 		$54.4K Hold
200
– – ﹤0.01% 606
2026
Q1 		$18.8K Buy
+200
New +$24.3K ﹤0.01% 794

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

Cassaday & Co Wealth Management's CRDO Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its Credo Technology Group (CRDO) position steady in Q2 2026 at 200 shares worth $54.4K. The position accounts for ﹤0.01% of the portfolio, ranked #606.

Cassaday & Co Wealth Management first reported a position in CRDO in Q1 2026 and has held it in 2 quarters since. 982 funds tracked by Wall St. Rank hold CRDO as of Q2 2026.

  • Cassaday & Co Wealth Management held 200 shares of Credo Technology Group worth $54.4K as of Q2 2026.
  • Cassaday & Co Wealth Management left its Credo Technology Group share count unchanged in Q2 2026.
  • Credo Technology Group made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #606 holding.
  • Cassaday & Co Wealth Management first reported a position in Credo Technology Group in Q1 2026 and has held it in 2 quarters since.
  • 982 funds tracked by Wall St. Rank held Credo Technology Group as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.