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Wealthspire Advisors (New York)’s Credo Technology Group CRDO Stock Holding History

Wealthspire Advisors (New York)’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 		$476K Buy
+1,752
New +$346K ﹤0.01% 816
2025
Q4 		– Sell
-554
Closed -$80.7K – 1426
2025
Q3 		$80.7K Buy
+554
New +$67.8K ﹤0.01% 1077

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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 $3.38T AUM 44.17% 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

Wealthspire Advisors (New York)'s CRDO Position: Q2 2026 in Review

Wealthspire Advisors (New York) opened a new position in Credo Technology Group (CRDO) in Q2 2026: 1,752 shares worth $476K. The stake represents ﹤0.01% of the portfolio and ranks #816 among its holdings. This is a return to the name: Wealthspire Advisors (New York) previously reported a position in CRDO as recently as Q3 2025.

Wealthspire Advisors (New York) first reported a position in CRDO in Q3 2025 and has held it in 2 quarters since. 984 funds tracked by Wall St. Rank hold CRDO as of Q2 2026.

  • Wealthspire Advisors (New York) held 1,752 shares of Credo Technology Group worth $476K as of Q2 2026.
  • Credo Technology Group was a new Wealthspire Advisors (New York) position in Q2 2026.
  • Credo Technology Group made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #816 holding.
  • Wealthspire Advisors (New York) first reported a position in Credo Technology Group in Q3 2025 and has held it in 2 quarters since.
  • 984 funds tracked by Wall St. Rank held Credo Technology Group as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.