Kellett Wealth Advisors
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Kellett Wealth Advisors’s Micron Technology MU Stock Holding History

Kellett 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
Q3 		$501K Sell
470
-18
-4% -$17.1K 0.18% 64
2026
Q2 		$563K Buy
+488
New +$366K 0.26% 47

Other funds holding MU

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return

Kellett Wealth Advisors's MU Position: Q3 2026 in Review

Kellett Wealth Advisors reduced its Micron Technology (MU) stake by 3.7% in Q3 2026, selling an estimated $17.1K and leaving 470 shares worth $501K. The position accounts for 0.18% of the portfolio, ranked #64.

Kellett Wealth Advisors first reported a position in MU in Q2 2026 and has held it in 2 quarters since. The position peaked at $563K in Q2 2026. 3,500 funds tracked by Wall St. Rank hold MU as of Q3 2026.

  • Kellett Wealth Advisors held 470 shares of Micron Technology worth $501K as of Q3 2026.
  • Kellett Wealth Advisors sold 18 Micron Technology shares in Q3 2026, an estimated $17.1K.
  • Micron Technology made up 0.18% of Kellett Wealth Advisors's portfolio in Q3 2026, its #64 holding.
  • Kellett Wealth Advisors first reported a position in Micron Technology in Q2 2026 and has held it in 2 quarters since.
  • Kellett Wealth Advisors's Micron Technology position peaked at $563K in Q2 2026.
  • 3,500 funds tracked by Wall St. Rank held Micron Technology as of Q3 2026.

Based on Kellett Wealth Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.