EWA
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EverSource Wealth Advisors’s Credo Technology Group CRDO Stock Holding History

EverSource 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 		$609K Buy
2,241
+1,636
+270% +$323K 0.02% 497
2026
Q1 		$56.8K Sell
605
-122
-17% -$14.8K ﹤0.01% 1792
2025
Q4 		$105K Buy
727
+84
+13% +$12.9K ﹤0.01% 1286
2025
Q3 		$93.6K Buy
643
+142
+28% +$17.4K ﹤0.01% 1321
2025
Q2 		$46.4K Buy
501
+333
+198% +$19.4K ﹤0.01% 1672
2025
Q1 		$6.75K Buy
168
+128
+320% +$7.96K ﹤0.01% 2347
2024
Q4 		$2.69K Buy
40
+23
+135% +$1.14K ﹤0.01% 2600
2024
Q3 		$524 Sell
17
-33
-66% -$984 ﹤0.01% 2871
2024
Q2 		$1.39K Buy
+50
New +$1.11K ﹤0.01% 2652
2024
Q1 		– Sell
-250
Closed -$4.87K – 2915
2023
Q4 		$4.87K Buy
+250
New +$4.25K ﹤0.01% 1874

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

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

EverSource Wealth Advisors increased its Credo Technology Group (CRDO) stake by 270% in Q2 2026, buying an estimated $323K and bringing the position to 2,241 shares worth $609K. The position accounts for 0.02% of the portfolio, ranked #497.

EverSource Wealth Advisors first reported a position in CRDO in Q4 2023 and has held it in 10 quarters since. 980 funds tracked by Wall St. Rank hold CRDO as of Q2 2026.

  • EverSource Wealth Advisors held 2,241 shares of Credo Technology Group worth $609K as of Q2 2026.
  • EverSource Wealth Advisors bought 1,636 Credo Technology Group shares in Q2 2026, an estimated $323K.
  • Credo Technology Group made up 0.02% of EverSource Wealth Advisors's portfolio in Q2 2026, its #497 holding.
  • EverSource Wealth Advisors first reported a position in Credo Technology Group in Q4 2023 and has held it in 10 quarters since.
  • 980 funds tracked by Wall St. Rank held Credo Technology Group as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.