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Everhart Financial Group’s Micron Technology MU Stock Holding History

Everhart 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
Q2 		$12.9M Sell
11,201
-766
-6% -$574K 0.83% 18
2026
Q1 		$4.04M Buy
11,967
+2,332
+24% +$913K 0.34% 42
2025
Q4 		$2.75M Buy
9,635
+1,994
+26% +$458K 0.25% 47
2025
Q3 		$1.28M Buy
7,641
+1,619
+27% +$207K 0.13% 107
2025
Q2 		$742K Sell
6,022
-660
-10% -$61.6K 0.09% 168
2025
Q1 		$581K Buy
6,682
+1,326
+25% +$127K 0.08% 175
2024
Q4 		$451K Buy
5,356
+307
+6% +$31.2K 0.09% 202
2024
Q3 		$524K Buy
5,049
+106
+2% +$11.1K 0.12% 188
2024
Q2 		$650K Buy
4,943
+725
+17% +$91.4K 0.17% 129
2024
Q1 		$497K Buy
4,218
+922
+28% +$83.5K 0.14% 149
2023
Q4 		$281K Buy
+3,296
New +$245K 0.1% 190

Other funds holding MU

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
TEC
Tensor Edge Capital Weston, Massachusetts $1.51B AUM
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Everhart Financial Group's MU Position: Q2 2026 in Review

Everhart Financial Group reduced its Micron Technology (MU) stake by 6.4% in Q2 2026, selling an estimated $574K and leaving 11,201 shares worth $12.9M. The position accounts for 0.83% of the portfolio, ranked #18.

Everhart Financial Group first reported a position in MU in Q4 2023 and has held it in 11 quarters since. 648 funds tracked by Wall St. Rank hold MU as of Q2 2026.

  • Everhart Financial Group held 11,201 shares of Micron Technology worth $12.9M as of Q2 2026.
  • Everhart Financial Group sold 766 Micron Technology shares in Q2 2026, an estimated $574K.
  • Micron Technology made up 0.83% of Everhart Financial Group's portfolio in Q2 2026, its #18 holding.
  • Everhart Financial Group first reported a position in Micron Technology in Q4 2023 and has held it in 11 quarters since.
  • 648 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.