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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Point72 Asset Management
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
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

EP Wealth Advisors's CRDO Position: Q1 2026 in Review

EP Wealth Advisors increased its Credo Technology Group (CRDO) stake by 119% in Q1 2026, buying an estimated $430K and bringing the position to 6,495 shares worth $610K. The position accounts for ﹤0.01% of the portfolio, ranked #820.

EP Wealth Advisors first reported a position in CRDO in Q4 2024 and has held it in 4 quarters since. 709 funds tracked by Wall St. Rank hold CRDO as of Q1 2026.

  • EP Wealth Advisors held 6,495 shares of Credo Technology Group worth $610K as of Q1 2026.
  • EP Wealth Advisors bought 3,532 Credo Technology Group shares in Q1 2026, an estimated $430K.
  • Credo Technology Group made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #820 holding.
  • EP Wealth Advisors first reported a position in Credo Technology Group in Q4 2024 and has held it in 4 quarters since.
  • 709 funds tracked by Wall St. Rank held Credo Technology Group as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.