JWA
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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

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

JFS Wealth Advisors's CRDO Position: Q2 2026 in Review

JFS Wealth Advisors increased its Credo Technology Group (CRDO) stake by 19% in Q2 2026, buying an estimated $988 and bringing the position to 32 shares worth $8.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1068.

JFS Wealth Advisors first reported a position in CRDO in Q3 2025 and has held it in 4 quarters since. 982 funds tracked by Wall St. Rank hold CRDO as of Q2 2026.

  • JFS Wealth Advisors held 32 shares of Credo Technology Group worth $8.7K as of Q2 2026.
  • JFS Wealth Advisors bought 5 Credo Technology Group shares in Q2 2026, an estimated $988.
  • Credo Technology Group made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1068 holding.
  • JFS Wealth Advisors first reported a position in Credo Technology Group in Q3 2025 and has held it in 4 quarters since.
  • 982 funds tracked by Wall St. Rank held Credo Technology Group as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.