United Financial Planning Group’s Credo Technology Group CRDO Stock Holding History

United Financial Planning Group’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	$1.09K	Buy	+4	New	+$790	﹤0.01%	449

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 Financial Planning Group's CRDO Position: Q2 2026 in Review

United Financial Planning Group opened a new position in Credo Technology Group (CRDO) in Q2 2026: 4 shares worth $1.09K. The stake represents ﹤0.01% of the portfolio and ranks #449 among its holdings.

978 funds tracked by Wall St. Rank hold CRDO as of Q2 2026.

United Financial Planning Group held 4 shares of Credo Technology Group worth $1.09K as of Q2 2026.
Credo Technology Group was a new United Financial Planning Group position in Q2 2026.
Credo Technology Group made up ﹤0.01% of United Financial Planning Group's portfolio in Q2 2026, its #449 holding.
978 funds tracked by Wall St. Rank held Credo Technology Group as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.