Mount Yale Investment Advisors’s Micron Technology MU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $40.5M | Sell |
35,098
-413
| -1% | -$310K | 0.75% | 21 |
|
|
2026
Q1 | $12M | Buy |
35,511
+8,667
| +32% | +$3.4M | 0.28% | 79 |
|
|
2025
Q4 | $7.66M | Buy |
26,844
+18,722
| +231% | +$4.3M | 0.37% | 56 |
|
|
2025
Q3 | $1.36M | Sell |
8,122
-1,512
| -16% | -$193K | 0.09% | 222 |
|
|
2025
Q2 | $1.19M | Sell |
9,634
-3,370
| -26% | -$315K | 0.09% | 187 |
|
|
2025
Q1 | $1.13M | Buy |
13,004
+1,553
| +14% | +$149K | 0.1% | 178 |
|
|
2024
Q4 | $964K | Sell |
11,451
-3,651
| -24% | -$371K | 0.08% | 208 |
|
|
2024
Q3 | $1.57M | Sell |
15,102
-192
| -1% | -$20.1K | 0.15% | 147 |
|
|
2024
Q2 | $2.01M | Sell |
15,294
-2,254
| -13% | -$284K | 0.16% | 123 |
|
|
2024
Q1 | $2.07M | Buy |
17,548
+6,609
| +60% | +$598K | 0.16% | 126 |
|
|
2023
Q4 | $934K | Buy |
10,939
+836
| +8% | +$62.1K | 0.09% | 213 |
|
|
2023
Q3 | $687K | Buy |
10,103
+159
| +2% | +$10.7K | 0.07% | 253 |
|
|
2023
Q2 | $628K | Buy |
9,944
+647
| +7% | +$41.6K | 0.07% | 276 |
|
|
2023
Q1 | $561K | Buy |
+9,297
| New | +$545K | 0.06% | 283 |
|
|
2022
Q4 | – | Sell |
-8,117
| Closed | -$407K | – | 483 |
|
|
2022
Q3 | $407K | Sell |
8,117
-1,650
| -17% | -$95.7K | 0.05% | 299 |
|
|
2022
Q2 | $540K | Sell |
9,767
-2,518
| -20% | -$171K | 0.07% | 278 |
|
|
2022
Q1 | $957K | Sell |
12,285
-8,152
| -40% | -$695K | 0.1% | 199 |
|
|
2021
Q4 | $1.9M | Buy |
20,437
+12,391
| +154% | +$968K | 0.2% | 119 |
|
|
2021
Q3 | $571K | Buy |
8,046
+601
| +8% | +$45.1K | 0.07% | 266 |
|
|
2021
Q2 | $633K | Buy |
7,445
+824
| +12% | +$69.6K | 0.08% | 238 |
|
|
2021
Q1 | $584K | Buy |
6,621
+626
| +10% | +$53.1K | 0.08% | 239 |
|
|
2020
Q4 | $451K | Sell |
5,995
-924
| -13% | -$55.7K | 0.06% | 257 |
|
|
2020
Q3 | $325K | Buy |
6,919
+664
| +11% | +$32.1K | 0.05% | 273 |
|
|
2020
Q2 | $322K | Buy |
+6,255
| New | +$295K | 0.06% | 259 |
|
|
2020
Q1 | – | Sell |
-5,979
| Closed | -$317K | – | 320 |
|
|
2019
Q4 | $317K | Buy |
+5,979
| New | +$286K | 0.06% | 272 |
|
|
2018
Q4 | – | Sell |
-1,000
| Closed | -$41K | – | 602 |
|
|
2018
Q3 | $41K | Sell |
1,000
-480
| -32% | -$24.2K | 0.01% | 643 |
|
|
2018
Q2 | $78K | Hold |
1,480
| – | – | 0.01% | 538 |
|
|
2018
Q1 | $77K | Buy |
+1,480
| New | +$70.8K | 0.02% | 528 |
|
Other funds holding MU
Mount Yale Investment Advisors's MU Position: Q2 2026 in Review
Mount Yale Investment Advisors reduced its Micron Technology (MU) stake by 1.2% in Q2 2026, selling an estimated $310K and leaving 35,098 shares worth $40.5M. The position accounts for 0.75% of the portfolio, ranked #21.
Mount Yale Investment Advisors first reported a position in MU in Q1 2018 and has held it in 28 quarters since. 3,912 funds tracked by Wall St. Rank hold MU as of Q2 2026.
- Mount Yale Investment Advisors held 35,098 shares of Micron Technology worth $40.5M as of Q2 2026.
- Mount Yale Investment Advisors sold 413 Micron Technology shares in Q2 2026, an estimated $310K.
- Micron Technology made up 0.75% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #21 holding.
- Mount Yale Investment Advisors first reported a position in Micron Technology in Q1 2018 and has held it in 28 quarters since.
- 3,912 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.
Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.