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Congress Wealth Management’s Micron Technology MU Stock Holding History

Congress 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
2025
Q2 		$1.55M Sell
12,619
-6,449
-34% -$602K 0.02% 606
2025
Q1 		$1.66M Buy
19,068
+1,889
+11% +$181K 0.02% 530
2024
Q4 		$1.45M Sell
17,179
-3,094
-15% -$315K 0.02% 462
2024
Q3 		$2.1M Buy
20,273
+793
+4% +$82.9K 0.03% 417
2024
Q2 		$2.56M Sell
19,480
-520
-3% -$65.5K 0.04% 324
2024
Q1 		$2.36M Sell
20,000
-3,971
-17% -$359K 0.04% 297
2023
Q4 		$2.05M Sell
23,971
-772
-3% -$57.3K 0.04% 308
2023
Q3 		$1.68M Buy
24,743
+916
+4% +$61.4K 0.03% 321
2023
Q2 		$1.5M Buy
23,827
+152
+0.6% +$9.77K 0.03% 301
2023
Q1 		$1.43M Buy
23,675
+11,380
+93% +$667K 0.03% 308
2022
Q4 		$615K Sell
12,295
-11,729
-49% -$642K 0.02% 387
2022
Q3 		$1.2M Sell
24,024
-158
-0.7% -$9.16K 0.03% 320
2022
Q2 		$1.34M Sell
24,182
-174
-0.7% -$11.8K 0.03% 313
2022
Q1 		$1.9M Sell
24,356
-694
-3% -$59.2K 0.04% 296
2021
Q4 		$2.33M Buy
+25,050
New +$1.96M 0.05% 294

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 $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Congress Wealth Management's MU Position: Q2 2025 in Review

Congress Wealth Management reduced its Micron Technology (MU) stake by 34% in Q2 2025, selling an estimated $602K and leaving 12,619 shares worth $1.55M. The position accounts for 0.02% of the portfolio, ranked #606.

Congress Wealth Management first reported a position in MU in Q4 2021 and has held it in 15 quarters since. The position peaked at $2.56M in Q2 2024. 1,864 funds tracked by Wall St. Rank hold MU as of Q2 2025.

  • Congress Wealth Management held 12,619 shares of Micron Technology worth $1.55M as of Q2 2025.
  • Congress Wealth Management sold 6,449 Micron Technology shares in Q2 2025, an estimated $602K.
  • Micron Technology made up 0.02% of Congress Wealth Management's portfolio in Q2 2025, its #606 holding.
  • Congress Wealth Management first reported a position in Micron Technology in Q4 2021 and has held it in 15 quarters since.
  • Congress Wealth Management's Micron Technology position peaked at $2.56M in Q2 2024.
  • 1,864 funds tracked by Wall St. Rank held Micron Technology as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.