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Modern Wealth Management’s Micron Technology MU Stock Holding History

Modern 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 		$22.3M Sell
19,318
-308
-2% -$231K 0.27% 91
2026
Q1 		$7.22M Sell
19,626
-1,409
-7% -$552K 0.12% 166
2025
Q4 		$6M Buy
21,035
+1,940
+10% +$445K 0.11% 168
2025
Q3 		$3.19M Sell
19,095
-283
-1% -$36.2K 0.06% 232
2025
Q2 		$2.39M Buy
19,378
+405
+2% +$37.8K 0.06% 247
2025
Q1 		$1.65M Sell
18,973
-717
-4% -$68.9K 0.05% 233
2024
Q4 		$1.66M Buy
+19,690
New +$2M 0.06% 202

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

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

Modern Wealth Management reduced its Micron Technology (MU) stake by 1.6% in Q2 2026, selling an estimated $231K and leaving 19,318 shares worth $22.3M. The position accounts for 0.27% of the portfolio, ranked #91.

Modern Wealth Management first reported a position in MU in Q4 2024 and has held it in 7 quarters since. 3,893 funds tracked by Wall St. Rank hold MU as of Q2 2026.

  • Modern Wealth Management held 19,318 shares of Micron Technology worth $22.3M as of Q2 2026.
  • Modern Wealth Management sold 308 Micron Technology shares in Q2 2026, an estimated $231K.
  • Micron Technology made up 0.27% of Modern Wealth Management's portfolio in Q2 2026, its #91 holding.
  • Modern Wealth Management first reported a position in Micron Technology in Q4 2024 and has held it in 7 quarters since.
  • 3,893 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.