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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return

Integrated Wealth Concepts's CRDO Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Credo Technology Group (CRDO) stake by 76% in Q1 2026, buying an estimated $499K and bringing the position to 9,473 shares worth $889K. The position accounts for 0.01% of the portfolio, ranked #1186.

Integrated Wealth Concepts first reported a position in CRDO in Q2 2025 and has held it in 4 quarters since. 709 funds tracked by Wall St. Rank hold CRDO as of Q1 2026.

  • Integrated Wealth Concepts held 9,473 shares of Credo Technology Group worth $889K as of Q1 2026.
  • Integrated Wealth Concepts bought 4,104 Credo Technology Group shares in Q1 2026, an estimated $499K.
  • Credo Technology Group made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1186 holding.
  • Integrated Wealth Concepts first reported a position in Credo Technology Group in Q2 2025 and has held it in 4 quarters since.
  • 709 funds tracked by Wall St. Rank held Credo Technology Group as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.