Heritage Wealth Management (California)’s Micron Technology MU Stock Holding History

Heritage Wealth Management (California)’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	$1.18M	Sell	1,025 -16	-2%	-$12K	0.45%	45
2026 Q1	$352K	Sell	1,041 -167	-14%	-$65.4K	0.19%	66
2025 Q4	$345K	Buy	+1,208	New	+$277K	0.22%	68
2024 Q3	–	Sell	-1,061	Closed	-$140K	–	129
2024 Q2	$140K	Buy	+1,061	New	+$134K	0.1%	97

Other funds holding MU

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Heritage Wealth Management (California)'s MU Position: Q2 2026 in Review

Heritage Wealth Management (California) reduced its Micron Technology (MU) stake by 1.5% in Q2 2026, selling an estimated $12K and leaving 1,025 shares worth $1.18M. The position accounts for 0.45% of the portfolio, ranked #45.

Heritage Wealth Management (California) first reported a position in MU in Q2 2024 and has held it in 4 quarters since. 1,793 funds tracked by Wall St. Rank hold MU as of Q2 2026.

Heritage Wealth Management (California) held 1,025 shares of Micron Technology worth $1.18M as of Q2 2026.
Heritage Wealth Management (California) sold 16 Micron Technology shares in Q2 2026, an estimated $12K.
Micron Technology made up 0.45% of Heritage Wealth Management (California)'s portfolio in Q2 2026, its #45 holding.
Heritage Wealth Management (California) first reported a position in Micron Technology in Q2 2024 and has held it in 4 quarters since.
1,793 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on Heritage Wealth Management (California)'s 13F filing for Q2 2026, filed 22 Jul 2026.