PWMA
CRDO icon

Pension & Wealth Management Advisors’s Credo Technology Group CRDO Stock Holding History

Pension & Wealth Management 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 		$262K Sell
964
-759
-44% -$150K 0.07% 154
2026
Q1 		$162K Buy
1,723
+1,408
+447% +$171K 0.05% 182
2025
Q4 		$45.3K Hold
315
– – 0.01% 313
2025
Q3 		$45.9K Sell
315
-300
-49% -$36.7K 0.01% 282
2025
Q2 		$56.9K Hold
615
– – 0.02% 260
2025
Q1 		$24.7K Hold
615
– – 0.01% 323
2024
Q4 		$41.3K Buy
+615
New +$30.6K 0.02% 277

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Pension & Wealth Management Advisors's CRDO Position: Q2 2026 in Review

Pension & Wealth Management Advisors reduced its Credo Technology Group (CRDO) stake by 44% in Q2 2026, selling an estimated $150K and leaving 964 shares worth $262K. The position accounts for 0.07% of the portfolio, ranked #154.

Pension & Wealth Management Advisors first reported a position in CRDO in Q4 2024 and has held it in 7 quarters since. 919 funds tracked by Wall St. Rank hold CRDO as of Q2 2026.

  • Pension & Wealth Management Advisors held 964 shares of Credo Technology Group worth $262K as of Q2 2026.
  • Pension & Wealth Management Advisors sold 759 Credo Technology Group shares in Q2 2026, an estimated $150K.
  • Credo Technology Group made up 0.07% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #154 holding.
  • Pension & Wealth Management Advisors first reported a position in Credo Technology Group in Q4 2024 and has held it in 7 quarters since.
  • 919 funds tracked by Wall St. Rank held Credo Technology Group as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.