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Avantax Planning Partners’s Micron Technology MU Stock Holding History

Avantax Planning Partners’s Portfolio MU Stock Details MU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.76M Sell
1,525
-830
-35% -$622K 0.04% 154
2026
Q1 		$796K Buy
2,355
+195
+9% +$76.4K 0.02% 218
2025
Q4 		$617K Buy
2,160
+219
+11% +$50.2K 0.02% 239
2025
Q3 		$325K Buy
1,941
+84
+5% +$10.7K 0.01% 337
2025
Q2 		$229K Buy
+1,857
New +$173K 0.01% 407
2024
Q3 		– Sell
-3,726
Closed -$490K – 469
2024
Q2 		$490K Buy
3,726
+939
+34% +$118K 0.02% 287
2024
Q1 		$329K Buy
2,787
+201
+8% +$18.2K 0.01% 351
2023
Q4 		$221K Buy
+2,586
New +$192K 0.01% 345
2021
Q2 		– Sell
-2,284
Closed -$201K – 338
2021
Q1 		$201K Buy
+2,284
New +$194K 0.01% 296
2018
Q4 		– Sell
-238
Closed -$11K – 864
2018
Q3 		$11K Buy
+238
New +$12K ﹤0.01% 858
2018
Q2 		– Sell
-26,730
Closed -$1.39M – 1009
2018
Q1 		$1.39M Sell
26,730
-50
-0.2% -$2.39K 0.12% 75
2017
Q4 		$1.1M Sell
26,780
-8,765
-25% -$378K 0.1% 92
2017
Q3 		$1.4M Sell
35,545
-16,571
-32% -$524K 0.11% 86
2017
Q2 		$1.56M Buy
52,116
+221
+0.4% +$6.47K 0.13% 76
2017
Q1 		$1.5M Sell
51,895
-21,807
-30% -$533K 0.13% 68
2016
Q4 		$1.62M Buy
+73,702
New +$1.38M 0.17% 57

Other funds holding MU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Avantax Planning Partners's MU Position: Q2 2026 in Review

Avantax Planning Partners reduced its Micron Technology (MU) stake by 35% in Q2 2026, selling an estimated $622K and leaving 1,525 shares worth $1.76M. The position accounts for 0.04% of the portfolio, ranked #154.

Avantax Planning Partners first reported a position in MU in Q4 2016 and has held it in 16 quarters since. 3,875 funds tracked by Wall St. Rank hold MU as of Q2 2026.

  • Avantax Planning Partners held 1,525 shares of Micron Technology worth $1.76M as of Q2 2026.
  • Avantax Planning Partners sold 830 Micron Technology shares in Q2 2026, an estimated $622K.
  • Micron Technology made up 0.04% of Avantax Planning Partners's portfolio in Q2 2026, its #154 holding.
  • Avantax Planning Partners first reported a position in Micron Technology in Q4 2016 and has held it in 16 quarters since.
  • 3,875 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.