HWM
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HB Wealth Management’s Credo Technology Group CRDO Stock Holding History

HB Wealth Management’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 		$473K Buy
+1,738
New +$343K ﹤0.01% 1132
2026
Q1 		– Sell
-1,398
Closed -$201K – 1559
2025
Q4 		$201K Sell
1,398
-201
-13% -$30.9K ﹤0.01% 1330
2025
Q3 		$233K Buy
+1,599
New +$196K ﹤0.01% 1199
2025
Q1 		– Sell
-3,899
Closed -$262K – 1238
2024
Q4 		$262K Buy
+3,899
New +$194K ﹤0.01% 864

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

HB Wealth Management's CRDO Position: Q2 2026 in Review

HB Wealth Management opened a new position in Credo Technology Group (CRDO) in Q2 2026: 1,738 shares worth $473K. The stake represents ﹤0.01% of the portfolio and ranks #1132 among its holdings. This is a return to the name: HB Wealth Management previously reported a position in CRDO as recently as Q4 2025.

HB Wealth Management first reported a position in CRDO in Q4 2024 and has held it in 4 quarters since. 980 funds tracked by Wall St. Rank hold CRDO as of Q2 2026.

  • HB Wealth Management held 1,738 shares of Credo Technology Group worth $473K as of Q2 2026.
  • Credo Technology Group was a new HB Wealth Management position in Q2 2026.
  • Credo Technology Group made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1132 holding.
  • HB Wealth Management first reported a position in Credo Technology Group in Q4 2024 and has held it in 4 quarters since.
  • 980 funds tracked by Wall St. Rank held Credo Technology Group as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.