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

Copia 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 		$12.2K Hold
45
– – 0.01% 323
2026
Q1 		$4.22K Hold
45
– – ﹤0.01% 395
2025
Q4 		$6.47K Buy
+45
New +$6.92K ﹤0.01% 359

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

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

Copia Wealth Management held its Credo Technology Group (CRDO) position steady in Q2 2026 at 45 shares worth $12.2K. The position accounts for 0.01% of the portfolio, ranked #323.

Copia Wealth Management first reported a position in CRDO in Q4 2025 and has held it in 3 quarters since. 980 funds tracked by Wall St. Rank hold CRDO as of Q2 2026.

  • Copia Wealth Management held 45 shares of Credo Technology Group worth $12.2K as of Q2 2026.
  • Copia Wealth Management left its Credo Technology Group share count unchanged in Q2 2026.
  • Credo Technology Group made up 0.01% of Copia Wealth Management's portfolio in Q2 2026, its #323 holding.
  • Copia Wealth Management first reported a position in Credo Technology Group in Q4 2025 and has held it in 3 quarters since.
  • 980 funds tracked by Wall St. Rank held Credo Technology Group as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.