Balboa Wealth Partners
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Balboa Wealth Partners’s Micron Technology MU Stock Holding History

Balboa Wealth 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
Q3 		$13.4M Sell
12,613
-1,094
-8% -$1.04M 1.8% 8
2026
Q2 		$15.8M Sell
13,707
-3,055
-18% -$2.29M 2.15% 7
2026
Q1 		$5.66M Sell
16,762
-4,361
-21% -$1.71M 0.95% 22
2025
Q4 		$6.03M Sell
21,123
-873
-4% -$200K 1% 21
2025
Q3 		$3.68M Buy
21,996
+868
+4% +$111K 0.63% 29
2025
Q2 		$2.6M Sell
21,128
-2,139
-9% -$200K 0.52% 39
2025
Q1 		$2.02M Buy
23,267
+2,874
+14% +$276K 0.49% 40
2024
Q4 		$1.72M Buy
20,393
+5,330
+35% +$542K 0.39% 49
2024
Q3 		$1.56M Buy
15,063
+2,761
+22% +$289K 0.39% 43
2024
Q2 		$1.62M Buy
12,302
+4,107
+50% +$518K 0.43% 42
2024
Q1 		$966K Sell
8,195
-3,367
-29% -$305K 0.28% 68
2023
Q4 		$987K Sell
11,562
-2,739
-19% -$203K 0.33% 58
2023
Q3 		$973K Sell
14,301
-3,009
-17% -$202K 0.37% 44
2023
Q2 		$1.09M Sell
17,310
-3,405
-16% -$219K 0.38% 43
2023
Q1 		$1.25M Buy
20,715
+1,390
+7% +$81.5K 0.47% 35
2022
Q4 		$966K Buy
19,325
+9,661
+100% +$529K 0.44% 56
2022
Q3 		$484K Buy
+9,664
New +$561K 0.21% 93

Other funds holding MU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Balboa Wealth Partners's MU Position: Q3 2026 in Review

Balboa Wealth Partners reduced its Micron Technology (MU) stake by 8% in Q3 2026, selling an estimated $1.04M and leaving 12,613 shares worth $13.4M. The position accounts for 1.8% of the portfolio, ranked #8.

Balboa Wealth Partners first reported a position in MU in Q3 2022 and has held it in 17 quarters since. The position peaked at $15.8M in Q2 2026. 2,726 funds tracked by Wall St. Rank hold MU as of Q3 2026.

  • Balboa Wealth Partners held 12,613 shares of Micron Technology worth $13.4M as of Q3 2026.
  • Balboa Wealth Partners sold 1,094 Micron Technology shares in Q3 2026, an estimated $1.04M.
  • Micron Technology made up 1.8% of Balboa Wealth Partners's portfolio in Q3 2026, its #8 holding.
  • Balboa Wealth Partners first reported a position in Micron Technology in Q3 2022 and has held it in 17 quarters since.
  • Balboa Wealth Partners's Micron Technology position peaked at $15.8M in Q2 2026.
  • 2,726 funds tracked by Wall St. Rank held Micron Technology as of Q3 2026.

Based on Balboa Wealth Partners's 13F filing for Q3 2026, filed 20 Oct 2026.