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Briaud Financial Planning’s Micron Technology MU Stock Holding History

Briaud Financial Planning’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
Q3 		– Sell
-200
Closed -$24K – 231
2025
Q2 		$24K Hold
200
– – 0.01% 153
2025
Q1 		$17K Hold
200
– – 0.01% 136
2024
Q4 		$16K Buy
+200
New +$20.3K 0.01% 132

Other funds holding MU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Briaud Financial Planning's MU Position: Q3 2025 in Review

Briaud Financial Planning sold out of Micron Technology (MU) in Q3 2025, closing a stake of 200 shares — an estimated $24K sold.

Briaud Financial Planning first reported a position in MU in Q4 2024 and held it in 3 quarters. The position peaked at $24K in Q2 2025. 2,093 funds tracked by Wall St. Rank hold MU as of Q3 2025.

  • Briaud Financial Planning reported no remaining Micron Technology position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 200 Micron Technology shares in Q3 2025, an estimated $24K.
  • Briaud Financial Planning first reported a position in Micron Technology in Q4 2024 and held it in 3 quarters.
  • Briaud Financial Planning's Micron Technology position peaked at $24K in Q2 2025.
  • 2,093 funds tracked by Wall St. Rank held Micron Technology as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.