PWPS
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Pinnacle Wealth Planning Services’s Credo Technology Group CRDO Stock Holding History

Pinnacle Wealth Planning Services’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 		$38.6K Sell
142
-77
-35% -$15.2K ﹤0.01% 1451
2026
Q1 		$20.6K Sell
219
-1
-0.5% -$122 ﹤0.01% 1683
2025
Q4 		$31.7K Buy
+220
New +$33.8K ﹤0.01% 1487

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

Pinnacle Wealth Planning Services's CRDO Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Credo Technology Group (CRDO) stake by 35% in Q2 2026, selling an estimated $15.2K and leaving 142 shares worth $38.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1451.

Pinnacle Wealth Planning Services first reported a position in CRDO in Q4 2025 and has held it in 3 quarters since. 982 funds tracked by Wall St. Rank hold CRDO as of Q2 2026.

  • Pinnacle Wealth Planning Services held 142 shares of Credo Technology Group worth $38.6K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 77 Credo Technology Group shares in Q2 2026, an estimated $15.2K.
  • Credo Technology Group made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1451 holding.
  • Pinnacle Wealth Planning Services first reported a position in Credo Technology Group in Q4 2025 and has held it in 3 quarters since.
  • 982 funds tracked by Wall St. Rank held Credo Technology Group as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.