Straight Path Wealth Management’s Credo Technology Group CRDO Stock Holding History

Straight Path Wealth Management’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	$1.37M	Hold	7,050	–	–	0.31%	38
2026 Q2	$1.92M	Sell	7,050 -150	-2%	-$29.6K	0.45%	27
2026 Q1	$676K	Hold	7,200	–	–	0.18%	54
2025 Q4	$1.04M	Buy	7,200 +700	+11%	+$108K	0.28%	36
2025 Q3	$2.89M	Buy	6,500 +300	+5%	+$36.7K	0.78%	21
2025 Q2	$574K	Buy	6,200 +75	+1%	+$4.37K	0.19%	51
2025 Q1	$246K	Buy	+6,125	New	+$381K	0.1%	85

Other funds holding CRDO

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

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

Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return

Straight Path Wealth Management's CRDO Position: Q3 2026 in Review

Straight Path Wealth Management held its Credo Technology Group (CRDO) position steady in Q3 2026 at 7,050 shares worth $1.37M. The position accounts for 0.31% of the portfolio, ranked #38.

Straight Path Wealth Management first reported a position in CRDO in Q1 2025 and has held it in 7 quarters since. The position peaked at $2.89M in Q3 2025. 783 funds tracked by Wall St. Rank hold CRDO as of Q3 2026.

Straight Path Wealth Management held 7,050 shares of Credo Technology Group worth $1.37M as of Q3 2026.
Straight Path Wealth Management left its Credo Technology Group share count unchanged in Q3 2026.
Credo Technology Group made up 0.31% of Straight Path Wealth Management's portfolio in Q3 2026, its #38 holding.
Straight Path Wealth Management first reported a position in Credo Technology Group in Q1 2025 and has held it in 7 quarters since.
Straight Path Wealth Management's Credo Technology Group position peaked at $2.89M in Q3 2025.
783 funds tracked by Wall St. Rank held Credo Technology Group as of Q3 2026.

Based on Straight Path Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.