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Beta Wealth Group’s Micron Technology MU Stock Holding History

Beta Wealth Group’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
2025
Q4 		– Sell
-6,500
Closed -$1.09M – 121
2025
Q3 		$1.09M Sell
6,500
-305
-4% -$39K 0.43% 47
2025
Q2 		$839K Buy
6,805
+102
+2% +$9.53K 0.31% 49
2025
Q1 		$582K Buy
6,703
+500
+8% +$48K 0.21% 57
2024
Q4 		$522K Buy
6,203
+101
+2% +$10.3K 0.23% 68
2024
Q3 		$633K Buy
6,102
+600
+11% +$62.7K 0.29% 59
2024
Q2 		$724K Sell
5,502
-1,699
-24% -$214K 0.34% 51
2024
Q1 		$849K Buy
7,201
+100
+1% +$9.05K 0.41% 46
2023
Q4 		$606K Buy
7,101
+200
+3% +$14.9K 0.32% 49
2023
Q3 		$469K Buy
6,901
+201
+3% +$13.5K 0.28% 65
2023
Q2 		$423K Buy
6,700
+900
+16% +$57.9K 0.24% 69
2023
Q1 		$350K Buy
5,800
+500
+9% +$29.3K 0.2% 77
2022
Q4 		$265K Buy
5,300
+600
+13% +$32.8K 0.18% 84
2022
Q3 		$235K Buy
4,700
+200
+4% +$11.6K 0.17% 81
2022
Q2 		$249K Buy
4,500
+400
+10% +$27.2K 0.17% 72
2022
Q1 		$319K Buy
+4,100
New +$350K 0.21% 66
2021
Q2 		– Sell
-2,300
Closed -$203K – 68
2021
Q1 		$203K Buy
+2,300
New +$195K 0.15% 58

Other funds holding MU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Beta Wealth Group's MU Position: Q4 2025 in Review

Beta Wealth Group sold out of Micron Technology (MU) in Q4 2025, closing a stake of 6,500 shares — an estimated $1.09M sold.

Beta Wealth Group first reported a position in MU in Q1 2021 and held it in 16 quarters. The position peaked at $1.09M in Q3 2025. 2,691 funds tracked by Wall St. Rank hold MU as of Q4 2025.

  • Beta Wealth Group reported no remaining Micron Technology position as of Q4 2025 after selling out during the quarter.
  • Beta Wealth Group sold 6,500 Micron Technology shares in Q4 2025, an estimated $1.09M.
  • Beta Wealth Group first reported a position in Micron Technology in Q1 2021 and held it in 16 quarters.
  • Beta Wealth Group's Micron Technology position peaked at $1.09M in Q3 2025.
  • 2,691 funds tracked by Wall St. Rank held Micron Technology as of Q4 2025.

Based on Beta Wealth Group's 13F filing for Q4 2025, filed 13 Feb 2026.