Cyndeo Wealth Partners
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Cyndeo Wealth Partners’s Micron Technology MU Stock Holding History

Cyndeo Wealth Partners’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 		$3.21M Buy
3,015
+225
+8% +$214K 0.15% 143
2026
Q2 		$3.22M Sell
2,790
-2,508
-47% -$1.88M 0.15% 146
2026
Q1 		$1.79M Sell
5,298
-1,981
-27% -$776K 0.09% 179
2025
Q4 		$2.08M Buy
7,279
+5,154
+243% +$1.18M 0.11% 164
2025
Q3 		$356K Sell
2,125
-1
-0% -$128 0.02% 362
2025
Q2 		$262K Sell
2,126
-1,083
-34% -$101K 0.02% 409
2025
Q1 		$279K Buy
+3,209
New +$308K 0.02% 380
2024
Q4 		– Sell
-2,578
Closed -$267K – 457
2024
Q3 		$267K Sell
2,578
-30,672
-92% -$3.21M 0.02% 389
2024
Q2 		$4.37M Buy
33,250
+2,984
+10% +$376K 0.34% 85
2024
Q1 		$3.57M Buy
30,266
+4,941
+20% +$447K 0.3% 101
2023
Q4 		$2.16M Sell
25,325
-371
-1% -$27.6K 0.2% 131
2023
Q3 		$1.75M Sell
25,696
-2,730
-10% -$183K 0.18% 135
2023
Q2 		$1.79M Buy
+28,426
New +$1.83M 0.19% 130

Other funds holding MU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Cyndeo Wealth Partners's MU Position: Q3 2026 in Review

Cyndeo Wealth Partners increased its Micron Technology (MU) stake by 8.1% in Q3 2026, buying an estimated $214K and bringing the position to 3,015 shares worth $3.21M. The position accounts for 0.15% of the portfolio, ranked #143.

Cyndeo Wealth Partners first reported a position in MU in Q2 2023 and has held it in 13 quarters since. The position peaked at $4.37M in Q2 2024. 2,727 funds tracked by Wall St. Rank hold MU as of Q3 2026.

  • Cyndeo Wealth Partners held 3,015 shares of Micron Technology worth $3.21M as of Q3 2026.
  • Cyndeo Wealth Partners bought 225 Micron Technology shares in Q3 2026, an estimated $214K.
  • Micron Technology made up 0.15% of Cyndeo Wealth Partners's portfolio in Q3 2026, its #143 holding.
  • Cyndeo Wealth Partners first reported a position in Micron Technology in Q2 2023 and has held it in 13 quarters since.
  • Cyndeo Wealth Partners's Micron Technology position peaked at $4.37M in Q2 2024.
  • 2,727 funds tracked by Wall St. Rank held Micron Technology as of Q3 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.