IWC
CRDO icon

Integrated Wealth Concepts’s Credo Technology Group CRDO Stock Holding History

Integrated Wealth Concepts’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 		$4.34M Buy
15,962
+6,489
+68% +$1.28M 0.03% 535
2026
Q1 		$889K Buy
9,473
+4,104
+76% +$499K 0.01% 1186
2025
Q4 		$773K Buy
5,369
+2,743
+104% +$422K 0.01% 894
2025
Q3 		$382K Sell
2,626
-62
-2% -$7.59K ﹤0.01% 1491
2025
Q2 		$249K Buy
+2,688
New +$157K ﹤0.01% 1652

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

Integrated Wealth Concepts's CRDO Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Credo Technology Group (CRDO) stake by 68% in Q2 2026, buying an estimated $1.28M and bringing the position to 15,962 shares worth $4.34M. The position accounts for 0.03% of the portfolio, ranked #535.

Integrated Wealth Concepts first reported a position in CRDO in Q2 2025 and has held it in 5 quarters since. 983 funds tracked by Wall St. Rank hold CRDO as of Q2 2026.

  • Integrated Wealth Concepts held 15,962 shares of Credo Technology Group worth $4.34M as of Q2 2026.
  • Integrated Wealth Concepts bought 6,489 Credo Technology Group shares in Q2 2026, an estimated $1.28M.
  • Credo Technology Group made up 0.03% of Integrated Wealth Concepts's portfolio in Q2 2026, its #535 holding.
  • Integrated Wealth Concepts first reported a position in Credo Technology Group in Q2 2025 and has held it in 5 quarters since.
  • 983 funds tracked by Wall St. Rank held Credo Technology Group as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.