Creative Planning’s Credo Technology Group CRDO Stock Holding History

Creative Planning’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 Q1	$9.28M	Buy	98,890 +2,611	+3%	+$318K	0.01%	736
2025 Q4	$13.9M	Buy	96,279 +12,743	+15%	+$1.96M	0.01%	502
2025 Q3	$12.2M	Buy	83,536 +10,445	+14%	+$1.28M	0.01%	502
2025 Q2	$6.77M	Buy	73,091 +45,144	+162%	+$2.63M	0.01%	655
2025 Q1	$1.12M	Buy	27,947 +1,480	+6%	+$92K	﹤0.01%	1633
2024 Q4	$1.78M	Buy	26,467 +14,815	+127%	+$736K	﹤0.01%	1208
2024 Q3	$359K	Buy	+11,652	New	+$347K	﹤0.01%	2377

Other funds holding CRDO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SIM

SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return

Creative Planning's CRDO Position: Q1 2026 in Review

Creative Planning increased its Credo Technology Group (CRDO) stake by 2.7% in Q1 2026, buying an estimated $318K and bringing the position to 98,890 shares worth $9.28M. The position accounts for 0.01% of the portfolio, ranked #736.

Creative Planning first reported a position in CRDO in Q3 2024 and has held it in 7 quarters since. The position peaked at $13.9M in Q4 2025. 709 funds tracked by Wall St. Rank hold CRDO as of Q1 2026.

Creative Planning held 98,890 shares of Credo Technology Group worth $9.28M as of Q1 2026.
Creative Planning bought 2,611 Credo Technology Group shares in Q1 2026, an estimated $318K.
Credo Technology Group made up 0.01% of Creative Planning's portfolio in Q1 2026, its #736 holding.
Creative Planning first reported a position in Credo Technology Group in Q3 2024 and has held it in 7 quarters since.
Creative Planning's Credo Technology Group position peaked at $13.9M in Q4 2025.
709 funds tracked by Wall St. Rank held Credo Technology Group as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.