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Modera Wealth Management’s Micron Technology MU Stock Holding History

Modera Wealth Management’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 		$4.67M Sell
4,043
-306
-7% -$229K 0.05% 192
2026
Q1 		$1.47M Sell
4,349
-165
-4% -$64.6K 0.02% 288
2025
Q4 		$1.29M Buy
4,514
+128
+3% +$29.4K 0.01% 308
2025
Q3 		$734K Sell
4,386
-90
-2% -$11.5K 0.01% 388
2025
Q2 		$552K Buy
4,476
+472
+12% +$44.1K 0.01% 428
2025
Q1 		$348K Sell
4,004
-643
-14% -$61.8K ﹤0.01% 487
2024
Q4 		$391K Buy
4,647
+554
+14% +$56.4K ﹤0.01% 474
2024
Q3 		$425K Buy
4,093
+531
+15% +$55.5K 0.01% 435
2024
Q2 		$469K Buy
3,562
+168
+5% +$21.2K 0.01% 402
2024
Q1 		$400K Buy
3,394
+20
+0.6% +$1.81K 0.01% 424
2023
Q4 		$288K Sell
3,374
-156
-4% -$11.6K ﹤0.01% 475
2023
Q3 		$240K Buy
3,530
+15
+0.4% +$1K ﹤0.01% 489
2023
Q2 		$222K Buy
+3,515
New +$226K ﹤0.01% 512
2022
Q1 		– Sell
-8,307
Closed -$774K – 511
2021
Q4 		$774K Buy
+8,307
New +$649K 0.03% 202

Other funds holding MU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Modera Wealth Management's MU Position: Q2 2026 in Review

Modera Wealth Management reduced its Micron Technology (MU) stake by 7% in Q2 2026, selling an estimated $229K and leaving 4,043 shares worth $4.67M. The position accounts for 0.05% of the portfolio, ranked #192.

Modera Wealth Management first reported a position in MU in Q4 2021 and has held it in 14 quarters since. 2,440 funds tracked by Wall St. Rank hold MU as of Q2 2026.

  • Modera Wealth Management held 4,043 shares of Micron Technology worth $4.67M as of Q2 2026.
  • Modera Wealth Management sold 306 Micron Technology shares in Q2 2026, an estimated $229K.
  • Micron Technology made up 0.05% of Modera Wealth Management's portfolio in Q2 2026, its #192 holding.
  • Modera Wealth Management first reported a position in Micron Technology in Q4 2021 and has held it in 14 quarters since.
  • 2,440 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.