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Heritage Wealth Advisors’s Micron Technology MU Stock Holding History

Heritage 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
2026
Q2 		$3.27M Buy
2,832
+788
+39% +$591K 0.11% 49
2026
Q1 		$691K Hold
2,044
– – 0.03% 108
2025
Q4 		$583K Hold
2,044
– – 0.02% 138
2025
Q3 		$342K Hold
2,044
– – 0.02% 159
2025
Q2 		$252K Hold
2,044
– – 0.01% 182
2025
Q1 		$178K Sell
2,044
-8
-0.4% -$768 0.01% 206
2024
Q4 		$173K Buy
2,052
+8
+0.4% +$814 0.01% 214
2024
Q3 		$212K Buy
2,044
+40
+2% +$4.18K 0.01% 208
2024
Q2 		$264K Sell
2,004
-93
-4% -$11.7K 0.01% 180
2024
Q1 		$247K Buy
2,097
+93
+5% +$8.42K 0.01% 195
2023
Q4 		$171K Hold
2,004
– – 0.01% 223
2023
Q3 		$136K Hold
2,004
– – 0.01% 229
2023
Q2 		$126K Hold
2,004
– – 0.01% 237
2023
Q1 		$121K Sell
2,004
-3,553
-64% -$208K 0.01% 241
2022
Q4 		$278K Buy
5,557
+200
+4% +$10.9K 0.02% 180
2022
Q3 		$268K Hold
5,357
– – 0.02% 170
2022
Q2 		$296K Hold
5,357
– – 0.02% 158
2022
Q1 		$417K Hold
5,357
– – 0.02% 139
2021
Q4 		$499K Hold
5,357
– – 0.03% 139
2021
Q3 		$380K Hold
5,357
– – 0.02% 150
2021
Q2 		$455K Buy
5,357
+2,000
+60% +$169K 0.03% 144
2021
Q1 		$296K Hold
3,357
– – 0.02% 175
2020
Q4 		$252K Buy
3,357
+2,020
+151% +$122K 0.02% 179
2020
Q3 		$62.8K Buy
+1,337
New +$64.7K 0.01% 247
2020
Q1 		– Sell
-29
Closed -$1.56K – 534
2019
Q4 		$1.56K Buy
+29
New +$1.39K ﹤0.01% 605
2019
Q2 		– Sell
-4
Closed -$165 – 473
2019
Q1 		$165 Hold
4
– – ﹤0.01% 442
2018
Q4 		$0 Hold
4
– – ﹤0.01% 406
2018
Q3 		$0 Buy
+4
New +$202 ﹤0.01% 390

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 $3.37T AUM 44.26% 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 Wealth Advisors's MU Position: Q2 2026 in Review

Heritage Wealth Advisors increased its Micron Technology (MU) stake by 39% in Q2 2026, buying an estimated $591K and bringing the position to 2,832 shares worth $3.27M. The position accounts for 0.11% of the portfolio, ranked #49.

Heritage Wealth Advisors first reported a position in MU in Q3 2018 and has held it in 28 quarters since. 3,875 funds tracked by Wall St. Rank hold MU as of Q2 2026.

  • Heritage Wealth Advisors held 2,832 shares of Micron Technology worth $3.27M as of Q2 2026.
  • Heritage Wealth Advisors bought 788 Micron Technology shares in Q2 2026, an estimated $591K.
  • Micron Technology made up 0.11% of Heritage Wealth Advisors's portfolio in Q2 2026, its #49 holding.
  • Heritage Wealth Advisors first reported a position in Micron Technology in Q3 2018 and has held it in 28 quarters since.
  • 3,875 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.