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Next Level Wealth Planning’s Micron Technology MU Stock Holding History

Next Level Wealth Planning’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 		$4.72M Sell
4,091
-1,166
-22% -$874K 2.08% 9
2026
Q1 		$1.78M Buy
5,257
+300
+6% +$118K 0.91% 12
2025
Q4 		$1.41M Hold
4,957
– – 0.75% 12
2025
Q3 		$829K Buy
4,957
+104
+2% +$13.3K 0.47% 18
2025
Q2 		$598K Buy
4,853
+7
+0.1% +$654 0.38% 20
2025
Q1 		$421K Buy
4,846
+50
+1% +$4.8K 0.32% 28
2024
Q4 		$404K Buy
+4,796
New +$488K 0.32% 26

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

Next Level Wealth Planning's MU Position: Q2 2026 in Review

Next Level Wealth Planning reduced its Micron Technology (MU) stake by 22% in Q2 2026, selling an estimated $874K and leaving 4,091 shares worth $4.72M. The position accounts for 2.08% of the portfolio, ranked #9.

Next Level Wealth Planning first reported a position in MU in Q4 2024 and has held it in 7 quarters since. 3,899 funds tracked by Wall St. Rank hold MU as of Q2 2026.

  • Next Level Wealth Planning held 4,091 shares of Micron Technology worth $4.72M as of Q2 2026.
  • Next Level Wealth Planning sold 1,166 Micron Technology shares in Q2 2026, an estimated $874K.
  • Micron Technology made up 2.08% of Next Level Wealth Planning's portfolio in Q2 2026, its #9 holding.
  • Next Level Wealth Planning first reported a position in Micron Technology in Q4 2024 and has held it in 7 quarters since.
  • 3,899 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on Next Level Wealth Planning's 13F filing for Q2 2026, filed 30 Jul 2026.