Carter Financial Group
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Carter Financial Group’s Micron Technology MU Stock Holding History

Carter Financial 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
2026
Q3 		$994K Buy
933
+96
+11% +$91.2K 0.51% 40
2026
Q2 		$966K Sell
837
-108
-11% -$81K 0.5% 42
2026
Q1 		$319K Buy
945
+104
+12% +$40.7K 0.2% 85
2025
Q4 		$240K Buy
+841
New +$193K 0.14% 101

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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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Carter Financial Group's MU Position: Q3 2026 in Review

Carter Financial Group increased its Micron Technology (MU) stake by 11% in Q3 2026, buying an estimated $91.2K and bringing the position to 933 shares worth $994K. The position accounts for 0.51% of the portfolio, ranked #40.

Carter Financial Group first reported a position in MU in Q4 2025 and has held it in 4 quarters since. 2,536 funds tracked by Wall St. Rank hold MU as of Q3 2026.

  • Carter Financial Group held 933 shares of Micron Technology worth $994K as of Q3 2026.
  • Carter Financial Group bought 96 Micron Technology shares in Q3 2026, an estimated $91.2K.
  • Micron Technology made up 0.51% of Carter Financial Group's portfolio in Q3 2026, its #40 holding.
  • Carter Financial Group first reported a position in Micron Technology in Q4 2025 and has held it in 4 quarters since.
  • 2,536 funds tracked by Wall St. Rank held Micron Technology as of Q3 2026.

Based on Carter Financial Group's 13F filing for Q3 2026, filed 21 Oct 2026.