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Heartwood Wealth Advisors’s Micron Technology MU Stock Holding History

Heartwood Wealth Advisors’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
Q4 		– Sell
-58
Closed -$9.71K – 457
2025
Q3 		$9.71K Buy
+58
New +$7.42K ﹤0.01% 388

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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Heartwood Wealth Advisors's MU Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Micron Technology (MU) in Q4 2025, closing a stake of 58 shares — an estimated $9.71K sold.

Heartwood Wealth Advisors first reported a position in MU in Q3 2025 and held it in 1 quarter. The position peaked at $9.71K in Q3 2025. 2,691 funds tracked by Wall St. Rank hold MU as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining Micron Technology position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 58 Micron Technology shares in Q4 2025, an estimated $9.71K.
  • Heartwood Wealth Advisors first reported a position in Micron Technology in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's Micron Technology position peaked at $9.71K in Q3 2025.
  • 2,691 funds tracked by Wall St. Rank held Micron Technology as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.