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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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Jennison Associates
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Straight Path Wealth Management's CRDO Position: Q2 2026 in Review

Straight Path Wealth Management reduced its Credo Technology Group (CRDO) stake by 2.1% in Q2 2026, selling an estimated $29.6K and leaving 7,050 shares worth $1.92M. The position accounts for 0.45% of the portfolio, ranked #27.

Straight Path Wealth Management first reported a position in CRDO in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.89M in Q3 2025. 982 funds tracked by Wall St. Rank hold CRDO as of Q2 2026.

  • Straight Path Wealth Management held 7,050 shares of Credo Technology Group worth $1.92M as of Q2 2026.
  • Straight Path Wealth Management sold 150 Credo Technology Group shares in Q2 2026, an estimated $29.6K.
  • Credo Technology Group made up 0.45% of Straight Path Wealth Management's portfolio in Q2 2026, its #27 holding.
  • Straight Path Wealth Management first reported a position in Credo Technology Group in Q1 2025 and has held it in 6 quarters since.
  • Straight Path Wealth Management's Credo Technology Group position peaked at $2.89M in Q3 2025.
  • 982 funds tracked by Wall St. Rank held Credo Technology Group as of Q2 2026.

Based on Straight Path Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.