GoalVest Advisory’s Credo Technology Group CRDO Stock Holding History

GoalVest Advisory’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	$13.3K	Hold	49	–	–	﹤0.01%	336
2026 Q1	$4.6K	Buy	+49	New	+$5.96K	﹤0.01%	395

Other funds holding CRDO

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

GoalVest Advisory's CRDO Position: Q2 2026 in Review

GoalVest Advisory held its Credo Technology Group (CRDO) position steady in Q2 2026 at 49 shares worth $13.3K. The position accounts for ﹤0.01% of the portfolio, ranked #336.

GoalVest Advisory first reported a position in CRDO in Q1 2026 and has held it in 2 quarters since. 980 funds tracked by Wall St. Rank hold CRDO as of Q2 2026.

GoalVest Advisory held 49 shares of Credo Technology Group worth $13.3K as of Q2 2026.
GoalVest Advisory left its Credo Technology Group share count unchanged in Q2 2026.
Credo Technology Group made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #336 holding.
GoalVest Advisory first reported a position in Credo Technology Group in Q1 2026 and has held it in 2 quarters since.
980 funds tracked by Wall St. Rank held Credo Technology Group as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.