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

Heritage Wealth Management (Ohio)’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 		$3.24M Buy
+2,807
New +$2.1M 0.81% 30
2026
Q1 		– Sell
-3,747
Closed -$1.07M – 213
2025
Q4 		$1.07M Sell
3,747
-113
-3% -$25.9K 0.3% 85
2025
Q3 		$646K Sell
3,860
-70
-2% -$8.96K 0.19% 117
2025
Q2 		$484K Buy
3,930
+600
+18% +$56K 0.16% 142
2025
Q1 		$289K Hold
3,330
– – 0.1% 189
2024
Q4 		$280K Hold
3,330
– – 0.09% 192
2024
Q3 		$345K Sell
3,330
-50
-1% -$5.23K 0.11% 168
2024
Q2 		$445K Buy
+3,380
New +$426K 0.15% 145

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 Management (Ohio)'s MU Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) opened a new position in Micron Technology (MU) in Q2 2026: 2,807 shares worth $3.24M. The stake represents 0.81% of the portfolio and ranks #30 among its holdings. This is a return to the name: Heritage Wealth Management (Ohio) previously reported a position in MU as recently as Q4 2025.

Heritage Wealth Management (Ohio) first reported a position in MU in Q2 2024 and has held it in 8 quarters since. 3,868 funds tracked by Wall St. Rank hold MU as of Q2 2026.

  • Heritage Wealth Management (Ohio) held 2,807 shares of Micron Technology worth $3.24M as of Q2 2026.
  • Micron Technology was a new Heritage Wealth Management (Ohio) position in Q2 2026.
  • Micron Technology made up 0.81% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #30 holding.
  • Heritage Wealth Management (Ohio) first reported a position in Micron Technology in Q2 2024 and has held it in 8 quarters since.
  • 3,868 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.