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Wealth Management Partners’s Credo Technology Group CRDO Stock Holding History

Wealth Management Partners’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 		$832K Sell
3,058
-39
-1% -$7.71K 0.2% 87
2026
Q1 		$291K Buy
3,097
+138
+5% +$16.8K 0.08% 126
2025
Q4 		$426K Sell
2,959
-4
-0.1% -$615 0.12% 107
2025
Q3 		$431K Buy
+2,963
New +$363K 0.14% 102

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

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

Wealth Management Partners reduced its Credo Technology Group (CRDO) stake by 1.3% in Q2 2026, selling an estimated $7.71K and leaving 3,058 shares worth $832K. The position accounts for 0.2% of the portfolio, ranked #87.

Wealth Management Partners first reported a position in CRDO in Q3 2025 and has held it in 4 quarters since. 980 funds tracked by Wall St. Rank hold CRDO as of Q2 2026.

  • Wealth Management Partners held 3,058 shares of Credo Technology Group worth $832K as of Q2 2026.
  • Wealth Management Partners sold 39 Credo Technology Group shares in Q2 2026, an estimated $7.71K.
  • Credo Technology Group made up 0.2% of Wealth Management Partners's portfolio in Q2 2026, its #87 holding.
  • Wealth Management Partners first reported a position in Credo Technology Group in Q3 2025 and has held it in 4 quarters since.
  • 980 funds tracked by Wall St. Rank held Credo Technology Group as of Q2 2026.

Based on Wealth Management Partners's 13F filing for Q2 2026, filed 22 Jul 2026.