PWG
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Portside Wealth Group’s Credo Technology Group CRDO Stock Holding History

Portside Wealth Group’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 		$889K Buy
3,269
+869
+36% +$172K 0.1% 212
2026
Q1 		$225K Sell
2,400
-162
-6% -$19.7K 0.03% 428
2025
Q4 		$369K Buy
2,562
+48
+2% +$7.38K 0.05% 319
2025
Q3 		$366K Buy
+2,514
New +$308K 0.05% 326

Other funds holding CRDO

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
MLCM
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 $59.8B AUM 29.42% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
HCA
Harbour Capital Advisors Tysons Corner, Virginia $549M AUM 54.99% 1-Year Est. Return

Portside Wealth Group's CRDO Position: Q2 2026 in Review

Portside Wealth Group increased its Credo Technology Group (CRDO) stake by 36% in Q2 2026, buying an estimated $172K and bringing the position to 3,269 shares worth $889K. The position accounts for 0.1% of the portfolio, ranked #212.

Portside Wealth Group first reported a position in CRDO in Q3 2025 and has held it in 4 quarters since. 124 funds tracked by Wall St. Rank hold CRDO as of Q2 2026.

  • Portside Wealth Group held 3,269 shares of Credo Technology Group worth $889K as of Q2 2026.
  • Portside Wealth Group bought 869 Credo Technology Group shares in Q2 2026, an estimated $172K.
  • Credo Technology Group made up 0.1% of Portside Wealth Group's portfolio in Q2 2026, its #212 holding.
  • Portside Wealth Group first reported a position in Credo Technology Group in Q3 2025 and has held it in 4 quarters since.
  • 124 funds tracked by Wall St. Rank held Credo Technology Group as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.