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

Kingswood 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 		$351K Buy
+1,289
New +$255K 0.01% 722
2024
Q3 		– Sell
-12,285
Closed -$392K – 683
2024
Q2 		$392K Buy
+12,285
New +$272K 0.04% 447

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 $3.38T AUM 44.17% 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

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

Kingswood Wealth Advisors opened a new position in Credo Technology Group (CRDO) in Q2 2026: 1,289 shares worth $351K. The stake represents 0.01% of the portfolio and ranks #722 among its holdings. This is a return to the name: Kingswood Wealth Advisors previously reported a position in CRDO as recently as Q2 2024.

Kingswood Wealth Advisors first reported a position in CRDO in Q2 2024 and has held it in 2 quarters since. The position peaked at $392K in Q2 2024. 984 funds tracked by Wall St. Rank hold CRDO as of Q2 2026.

  • Kingswood Wealth Advisors held 1,289 shares of Credo Technology Group worth $351K as of Q2 2026.
  • Credo Technology Group was a new Kingswood Wealth Advisors position in Q2 2026.
  • Credo Technology Group made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #722 holding.
  • Kingswood Wealth Advisors first reported a position in Credo Technology Group in Q2 2024 and has held it in 2 quarters since.
  • Kingswood Wealth Advisors's Credo Technology Group position peaked at $392K in Q2 2024.
  • 984 funds tracked by Wall St. Rank held Credo Technology Group as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.