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Heritage Family Offices’s Micron Technology MU Stock Holding History

Heritage Family Offices’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 		$1.76M Buy
1,529
+587
+62% +$440K 0.68% 35
2026
Q1 		$318K Buy
+942
New +$369K 0.14% 132

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

Heritage Family Offices's MU Position: Q2 2026 in Review

Heritage Family Offices increased its Micron Technology (MU) stake by 62% in Q2 2026, buying an estimated $440K and bringing the position to 1,529 shares worth $1.76M. The position accounts for 0.68% of the portfolio, ranked #35.

Heritage Family Offices first reported a position in MU in Q1 2026 and has held it in 2 quarters since. 3,913 funds tracked by Wall St. Rank hold MU as of Q2 2026.

  • Heritage Family Offices held 1,529 shares of Micron Technology worth $1.76M as of Q2 2026.
  • Heritage Family Offices bought 587 Micron Technology shares in Q2 2026, an estimated $440K.
  • Micron Technology made up 0.68% of Heritage Family Offices's portfolio in Q2 2026, its #35 holding.
  • Heritage Family Offices first reported a position in Micron Technology in Q1 2026 and has held it in 2 quarters since.
  • 3,913 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.