SPWM
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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
2025
Q4 		– Sell
-30,000
Closed -$606K – 135
2025
Q3 		$606K Buy
+30,000
New +$3.67M 0.16% 68

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

Straight Path Wealth Management's CRDO Position: Q1 2026 in Review

Straight Path Wealth Management held its Credo Technology Group (CRDO) position steady in Q1 2026 at 7,200 shares worth $676K. The position accounts for 0.18% of the portfolio, ranked #54.

Straight Path Wealth Management first reported a position in CRDO in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.89M in Q3 2025. 709 funds tracked by Wall St. Rank hold CRDO as of Q1 2026.

  • Straight Path Wealth Management held 7,200 shares of Credo Technology Group worth $676K as of Q1 2026.
  • Straight Path Wealth Management left its Credo Technology Group share count unchanged in Q1 2026.
  • Credo Technology Group made up 0.18% of Straight Path Wealth Management's portfolio in Q1 2026, its #54 holding.
  • Straight Path Wealth Management first reported a position in Credo Technology Group in Q1 2025 and has held it in 5 quarters since.
  • Straight Path Wealth Management's Credo Technology Group position peaked at $2.89M in Q3 2025.
  • 709 funds tracked by Wall St. Rank held Credo Technology Group as of Q1 2026.

Based on Straight Path Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.