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Holistic Planning’s Micron Technology MU Stock Holding History

Holistic Planning’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 		$480K Buy
+416
New +$312K 0.07% 215

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

Holistic Planning's MU Position: Q2 2026 in Review

Holistic Planning opened a new position in Micron Technology (MU) in Q2 2026: 416 shares worth $480K. The stake represents 0.07% of the portfolio and ranks #215 among its holdings.

3,868 funds tracked by Wall St. Rank hold MU as of Q2 2026.

  • Holistic Planning held 416 shares of Micron Technology worth $480K as of Q2 2026.
  • Micron Technology was a new Holistic Planning position in Q2 2026.
  • Micron Technology made up 0.07% of Holistic Planning's portfolio in Q2 2026, its #215 holding.
  • 3,868 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.