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Capital Advisors Wealth Management’s Micron Technology MU Stock Holding History

Capital Advisors Wealth Management’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 		$3.38M Buy
3,174
+671
+27% +$637K 0.38% 54
2026
Q2 		$2.89M Buy
2,503
+14
+0.6% +$10.5K 0.34% 58
2026
Q1 		$841K Sell
2,489
-991
-28% -$388K 0.11% 107
2025
Q4 		$993K Buy
3,480
+712
+26% +$163K 0.14% 86
2025
Q3 		$463K Buy
2,768
+608
+28% +$77.8K 0.07% 132
2025
Q2 		$266K Buy
+2,160
New +$202K 0.04% 166
2024
Q4 		– Sell
-2,094
Closed -$217K – 179
2024
Q3 		$217K Buy
+2,094
New +$219K 0.04% 159

Other funds holding MU

OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
PBBUPS
PKO BP Bankowy Universal Pension Society Warsaw, Poland $340M AUM 228.33% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Capital Advisors Wealth Management's MU Position: Q3 2026 in Review

Capital Advisors Wealth Management increased its Micron Technology (MU) stake by 27% in Q3 2026, buying an estimated $637K and bringing the position to 3,174 shares worth $3.38M. The position accounts for 0.38% of the portfolio, ranked #54.

Capital Advisors Wealth Management first reported a position in MU in Q3 2024 and has held it in 7 quarters since. 203 funds tracked by Wall St. Rank hold MU as of Q3 2026.

  • Capital Advisors Wealth Management held 3,174 shares of Micron Technology worth $3.38M as of Q3 2026.
  • Capital Advisors Wealth Management bought 671 Micron Technology shares in Q3 2026, an estimated $637K.
  • Micron Technology made up 0.38% of Capital Advisors Wealth Management's portfolio in Q3 2026, its #54 holding.
  • Capital Advisors Wealth Management first reported a position in Micron Technology in Q3 2024 and has held it in 7 quarters since.
  • 203 funds tracked by Wall St. Rank held Micron Technology as of Q3 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.