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EP Wealth Advisors’s Credo Technology Group CRDO Stock Holding History

EP Wealth 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 		– Sell
-6,495
Closed -$610K – 1752
2026
Q1 		$610K Buy
6,495
+3,532
+119% +$430K ﹤0.01% 820
2025
Q4 		$426K Buy
+2,963
New +$456K ﹤0.01% 953
2025
Q2 		$286K Buy
+3,094
New +$180K ﹤0.01% 1047
2025
Q1 		– Sell
-3,146
Closed -$211K – 1301
2024
Q4 		$211K Buy
+3,146
New +$156K ﹤0.01% 1047

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

EP Wealth Advisors's CRDO Position: Q2 2026 in Review

EP Wealth Advisors sold out of Credo Technology Group (CRDO) in Q2 2026, closing a stake of 6,495 shares — an estimated $610K sold.

EP Wealth Advisors first reported a position in CRDO in Q4 2024 and held it in 4 quarters. The position peaked at $610K in Q1 2026. 982 funds tracked by Wall St. Rank hold CRDO as of Q2 2026.

  • EP Wealth Advisors reported no remaining Credo Technology Group position as of Q2 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 6,495 Credo Technology Group shares in Q2 2026, an estimated $610K.
  • EP Wealth Advisors first reported a position in Credo Technology Group in Q4 2024 and held it in 4 quarters.
  • EP Wealth Advisors's Credo Technology Group position peaked at $610K in Q1 2026.
  • 982 funds tracked by Wall St. Rank held Credo Technology Group as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.