WWM
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Walser Wealth Management’s Credo Technology Group CRDO Stock Holding History

Walser 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
Q2 		$594K Sell
2,186
-224
-9% -$44.3K 0.25% 100
2026
Q1 		$226K Buy
+2,410
New +$293K 0.1% 166

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

Walser Wealth Management's CRDO Position: Q2 2026 in Review

Walser Wealth Management reduced its Credo Technology Group (CRDO) stake by 9.3% in Q2 2026, selling an estimated $44.3K and leaving 2,186 shares worth $594K. The position accounts for 0.25% of the portfolio, ranked #100.

Walser Wealth Management first reported a position in CRDO in Q1 2026 and has held it in 2 quarters since. 980 funds tracked by Wall St. Rank hold CRDO as of Q2 2026.

  • Walser Wealth Management held 2,186 shares of Credo Technology Group worth $594K as of Q2 2026.
  • Walser Wealth Management sold 224 Credo Technology Group shares in Q2 2026, an estimated $44.3K.
  • Credo Technology Group made up 0.25% of Walser Wealth Management's portfolio in Q2 2026, its #100 holding.
  • Walser Wealth Management first reported a position in Credo Technology Group in Q1 2026 and has held it in 2 quarters since.
  • 980 funds tracked by Wall St. Rank held Credo Technology Group as of Q2 2026.

Based on Walser Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.