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Essex Financial Services’s Micron Technology MU Stock Holding History

Essex Financial Services’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
Q2 		$2.19M Sell
1,897
-303
-14% -$227K 0.11% 173
2026
Q1 		$743K Sell
2,200
-1,075
-33% -$421K 0.04% 352
2025
Q4 		$935K Buy
3,275
+593
+22% +$136K 0.05% 300
2025
Q3 		$449K Buy
2,682
+652
+32% +$83.4K 0.03% 451
2025
Q2 		$250K Buy
+2,030
New +$190K 0.02% 596
2024
Q4 		– Sell
-2,458
Closed -$265K – 648
2024
Q3 		$265K Buy
2,458
+150
+6% +$15.7K 0.02% 522
2024
Q2 		$213K Sell
2,308
-876
-28% -$110K 0.02% 568
2024
Q1 		$375K Buy
3,184
+719
+29% +$65.1K 0.03% 380
2023
Q4 		$210K Buy
+2,465
New +$183K 0.02% 471
2021
Q3 		– Sell
-3,806
Closed -$336K – 474
2021
Q2 		$336K Hold
3,806
– – 0.05% 302
2021
Q1 		$336K Buy
+3,806
New +$323K 0.06% 246
2020
Q1 		– Sell
-6,440
Closed -$346K – 266
2019
Q4 		$346K Hold
6,440
– – 0.1% 190
2019
Q3 		$276K Buy
+6,440
New +$291K 0.09% 198

Other funds holding MU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Essex Financial Services's MU Position: Q2 2026 in Review

Essex Financial Services reduced its Micron Technology (MU) stake by 14% in Q2 2026, selling an estimated $227K and leaving 1,897 shares worth $2.19M. The position accounts for 0.11% of the portfolio, ranked #173.

Essex Financial Services first reported a position in MU in Q3 2019 and has held it in 13 quarters since. 3,913 funds tracked by Wall St. Rank hold MU as of Q2 2026.

  • Essex Financial Services held 1,897 shares of Micron Technology worth $2.19M as of Q2 2026.
  • Essex Financial Services sold 303 Micron Technology shares in Q2 2026, an estimated $227K.
  • Micron Technology made up 0.11% of Essex Financial Services's portfolio in Q2 2026, its #173 holding.
  • Essex Financial Services first reported a position in Micron Technology in Q3 2019 and has held it in 13 quarters since.
  • 3,913 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.