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Prevail Innovative Wealth Advisors’s Credo Technology Group CRDO Stock Holding History

Prevail Innovative 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
Q1 		$7.04M Buy
+75,050
New +$9.13M 1.19% 31
2025
Q2 		– Sell
-49,920
Closed -$2M – 200
2025
Q1 		$2M Buy
+49,920
New +$3.1M 0.53% 63

Other funds holding CRDO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return

Prevail Innovative Wealth Advisors's CRDO Position: Q1 2026 in Review

Prevail Innovative Wealth Advisors opened a new position in Credo Technology Group (CRDO) in Q1 2026: 75,050 shares worth $7.04M. The stake represents 1.19% of the portfolio and ranks #31 among its holdings. This is a return to the name: Prevail Innovative Wealth Advisors previously reported a position in CRDO as recently as Q1 2025.

Prevail Innovative Wealth Advisors first reported a position in CRDO in Q1 2025 and has held it in 2 quarters since. 709 funds tracked by Wall St. Rank hold CRDO as of Q1 2026.

  • Prevail Innovative Wealth Advisors held 75,050 shares of Credo Technology Group worth $7.04M as of Q1 2026.
  • Credo Technology Group was a new Prevail Innovative Wealth Advisors position in Q1 2026.
  • Credo Technology Group made up 1.19% of Prevail Innovative Wealth Advisors's portfolio in Q1 2026, its #31 holding.
  • Prevail Innovative Wealth Advisors first reported a position in Credo Technology Group in Q1 2025 and has held it in 2 quarters since.
  • 709 funds tracked by Wall St. Rank held Credo Technology Group as of Q1 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.