United Capital Financial Advisors’s Credo Technology Group CRDO Stock Holding History

United Capital Financial 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 Q2	$761K	Buy	+2,800	New	+$553K	﹤0.01%	923
2026 Q1	–	Sell	-5,403	Closed	-$777K	–	1642
2025 Q4	$777K	Buy	5,403 +1,514	+39%	+$233K	﹤0.01%	817
2025 Q3	$566K	Buy	+3,889	New	+$476K	﹤0.01%	828

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

United Capital Financial Advisors's CRDO Position: Q2 2026 in Review

United Capital Financial Advisors opened a new position in Credo Technology Group (CRDO) in Q2 2026: 2,800 shares worth $761K. The stake represents ﹤0.01% of the portfolio and ranks #923 among its holdings. This is a return to the name: United Capital Financial Advisors previously reported a position in CRDO as recently as Q4 2025.

United Capital Financial Advisors first reported a position in CRDO in Q3 2025 and has held it in 3 quarters since. The position peaked at $777K in Q4 2025. 980 funds tracked by Wall St. Rank hold CRDO as of Q2 2026.

United Capital Financial Advisors held 2,800 shares of Credo Technology Group worth $761K as of Q2 2026.
Credo Technology Group was a new United Capital Financial Advisors position in Q2 2026.
Credo Technology Group made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #923 holding.
United Capital Financial Advisors first reported a position in Credo Technology Group in Q3 2025 and has held it in 3 quarters since.
United Capital Financial Advisors's Credo Technology Group position peaked at $777K in Q4 2025.
980 funds tracked by Wall St. Rank held Credo Technology Group as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.