Oak Wealth Advisors
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Oak Wealth Advisors’s Micron Technology MU Stock Holding History

Oak 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
Q3 		$461K Hold
433
– – 0.21% 54
2026
Q2 		$500K Buy
+433
New +$325K 0.24% 48

Other funds holding MU

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Amundi
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Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Oak Wealth Advisors's MU Position: Q3 2026 in Review

Oak Wealth Advisors held its Micron Technology (MU) position steady in Q3 2026 at 433 shares worth $461K. The position accounts for 0.21% of the portfolio, ranked #54.

Oak Wealth Advisors first reported a position in MU in Q2 2026 and has held it in 2 quarters since. The position peaked at $500K in Q2 2026. 2,536 funds tracked by Wall St. Rank hold MU as of Q3 2026.

  • Oak Wealth Advisors held 433 shares of Micron Technology worth $461K as of Q3 2026.
  • Oak Wealth Advisors left its Micron Technology share count unchanged in Q3 2026.
  • Micron Technology made up 0.21% of Oak Wealth Advisors's portfolio in Q3 2026, its #54 holding.
  • Oak Wealth Advisors first reported a position in Micron Technology in Q2 2026 and has held it in 2 quarters since.
  • Oak Wealth Advisors's Micron Technology position peaked at $500K in Q2 2026.
  • 2,536 funds tracked by Wall St. Rank held Micron Technology as of Q3 2026.

Based on Oak Wealth Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.