FWA
CRDO icon

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

FSM 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 		$206K Buy
+757
New +$150K 0.02% 338
2025
Q4 		– Sell
-1,507
Closed -$219K – 309
2025
Q3 		$219K Buy
+1,507
New +$184K 0.03% 299

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

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

FSM Wealth Advisors opened a new position in Credo Technology Group (CRDO) in Q2 2026: 757 shares worth $206K. The stake represents 0.02% of the portfolio and ranks #338 among its holdings. This is a return to the name: FSM Wealth Advisors previously reported a position in CRDO as recently as Q3 2025.

FSM Wealth Advisors first reported a position in CRDO in Q3 2025 and has held it in 2 quarters since. The position peaked at $219K in Q3 2025. 978 funds tracked by Wall St. Rank hold CRDO as of Q2 2026.

  • FSM Wealth Advisors held 757 shares of Credo Technology Group worth $206K as of Q2 2026.
  • Credo Technology Group was a new FSM Wealth Advisors position in Q2 2026.
  • Credo Technology Group made up 0.02% of FSM Wealth Advisors's portfolio in Q2 2026, its #338 holding.
  • FSM Wealth Advisors first reported a position in Credo Technology Group in Q3 2025 and has held it in 2 quarters since.
  • FSM Wealth Advisors's Credo Technology Group position peaked at $219K in Q3 2025.
  • 978 funds tracked by Wall St. Rank held Credo Technology Group as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.