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Kingswood Wealth Advisors’s Micron Technology MU Stock Holding History

Kingswood 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 		$27.7M Buy
24,024
+639
+3% +$479K 1.12% 12
2026
Q1 		$7.9M Buy
23,385
+744
+3% +$291K 0.37% 51
2025
Q4 		$6.46M Buy
22,641
+359
+2% +$82.4K 0.31% 71
2025
Q3 		$3.73M Buy
22,282
+8,959
+67% +$1.15M 0.23% 109
2025
Q2 		$1.64M Buy
13,323
+1,611
+14% +$150K 0.13% 171
2025
Q1 		$1.02M Buy
11,712
+699
+6% +$67.1K 0.09% 238
2024
Q4 		$927K Sell
11,013
-5,803
-35% -$590K 0.07% 288
2024
Q3 		$1.76M Sell
16,816
-80
-0.5% -$8.37K 0.13% 184
2024
Q2 		$2.22M Buy
16,896
+3,159
+23% +$398K 0.2% 109
2024
Q1 		$1.62M Sell
13,737
-2,065
-13% -$187K 0.19% 134
2023
Q4 		$1.35M Buy
15,802
+10,096
+177% +$750K 0.15% 152
2023
Q3 		$388K Buy
5,706
+2,240
+65% +$150K 0.07% 291
2023
Q2 		$219K Buy
+3,466
New +$223K 0.07% 242

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

Kingswood Wealth Advisors's MU Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its Micron Technology (MU) stake by 2.7% in Q2 2026, buying an estimated $479K and bringing the position to 24,024 shares worth $27.7M. The position accounts for 1.12% of the portfolio, ranked #12.

Kingswood Wealth Advisors first reported a position in MU in Q2 2023 and has held it in 13 quarters since. 3,874 funds tracked by Wall St. Rank hold MU as of Q2 2026.

  • Kingswood Wealth Advisors held 24,024 shares of Micron Technology worth $27.7M as of Q2 2026.
  • Kingswood Wealth Advisors bought 639 Micron Technology shares in Q2 2026, an estimated $479K.
  • Micron Technology made up 1.12% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #12 holding.
  • Kingswood Wealth Advisors first reported a position in Micron Technology in Q2 2023 and has held it in 13 quarters since.
  • 3,874 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.