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

JFS 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	$8.7K	Buy	32 +5	+19%	+$988	﹤0.01%	1068
2026 Q1	$2.54K	Sell	27 -4	-13%	-$487	﹤0.01%	1440
2025 Q4	$4.46K	Buy	31 +21	+210%	+$3.23K	﹤0.01%	1285
2025 Q3	$1.46K	Buy	+10	New	+$1.22K	﹤0.01%	1512

Other funds holding CRDO

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

M & L Capital Management London, United Kingdom $370M AUM 165.61% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

Harbour Capital Advisors Tysons Corner, Virginia $549M AUM 54.99% 1-Year Est. Return

Steadtrust Allen, Texas $198M AUM 99.37% 1-Year Est. Return