PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Credo Technology Group CRDO Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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	$262K	Sell	964 -759	-44%	-$150K	0.07%	154
2026 Q1	$162K	Buy	1,723 +1,408	+447%	+$171K	0.05%	182
2025 Q4	$45.3K	Hold	315	–	–	0.01%	313
2025 Q3	$45.9K	Sell	315 -300	-49%	-$36.7K	0.01%	282
2025 Q2	$56.9K	Hold	615	–	–	0.02%	260
2025 Q1	$24.7K	Hold	615	–	–	0.01%	323
2024 Q4	$41.3K	Buy	+615	New	+$30.6K	0.02%	277

Other funds holding CRDO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

FFM

FengHe Fund Management Singapore $1.05B AUM 316.71% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s CRDO Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. reduced its Credo Technology Group (CRDO) stake by 44% in Q2 2026, selling an estimated $150K and leaving 964 shares worth $262K. The position accounts for 0.07% of the portfolio, ranked #154.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in CRDO in Q4 2024 and has held it in 7 quarters since. 499 funds tracked by Wall St. Rank hold CRDO as of Q2 2026.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 964 shares of Credo Technology Group worth $262K as of Q2 2026.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 759 Credo Technology Group shares in Q2 2026, an estimated $150K.
Credo Technology Group made up 0.07% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #154 holding.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Credo Technology Group in Q4 2024 and has held it in 7 quarters since.
499 funds tracked by Wall St. Rank held Credo Technology Group as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.