Principia Wealth Advisory’s Credo Technology Group CRDO Stock Holding History

Principia Wealth Advisory’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	$2.45K	Buy	9 +3	+50%	+$593	﹤0.01%	535
2026 Q1	$563	Buy	6 +4	+200%	+$487	﹤0.01%	838
2025 Q4	$288	Buy	+2	New	+$308	﹤0.01%	893

Other funds holding CRDO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Principia Wealth Advisory's CRDO Position: Q2 2026 in Review

Principia Wealth Advisory increased its Credo Technology Group (CRDO) stake by 50% in Q2 2026, buying an estimated $593 and bringing the position to 9 shares worth $2.45K. The position accounts for ﹤0.01% of the portfolio, ranked #535.

Principia Wealth Advisory 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.

Principia Wealth Advisory held 9 shares of Credo Technology Group worth $2.45K as of Q2 2026.
Principia Wealth Advisory bought 3 Credo Technology Group shares in Q2 2026, an estimated $593.
Credo Technology Group made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #535 holding.
Principia Wealth Advisory 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 Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.