SOA Wealth Advisors’s Credo Technology Group CRDO Stock Holding History

SOA 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 Q3	–	Sell	-375	Closed	-$102K	–	857
2026 Q2	$102K	Buy	+375	New	+$74.1K	0.02%	279

Other funds holding CRDO

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return

SOA Wealth Advisors's CRDO Position: Q3 2026 in Review

SOA Wealth Advisors sold out of Credo Technology Group (CRDO) in Q3 2026, closing a stake of 375 shares — an estimated $102K sold.

SOA Wealth Advisors first reported a position in CRDO in Q2 2026 and held it in 1 quarter. The position peaked at $102K in Q2 2026. 658 funds tracked by Wall St. Rank hold CRDO as of Q3 2026.

SOA Wealth Advisors reported no remaining Credo Technology Group position as of Q3 2026 after selling out during the quarter.
SOA Wealth Advisors sold 375 Credo Technology Group shares in Q3 2026, an estimated $102K.
SOA Wealth Advisors first reported a position in Credo Technology Group in Q2 2026 and held it in 1 quarter.
SOA Wealth Advisors's Credo Technology Group position peaked at $102K in Q2 2026.
658 funds tracked by Wall St. Rank held Credo Technology Group as of Q3 2026.

Based on SOA Wealth Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.