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Oxford Financial Group’s Micron Technology MU Stock Holding History

Oxford Financial Group’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 		$673K Buy
+583
New +$437K 0.03% 141
2026
Q1 		– Sell
-755
Closed -$215K – 317
2025
Q4 		$215K Buy
+755
New +$173K 0.01% 223

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

Oxford Financial Group's MU Position: Q2 2026 in Review

Oxford Financial Group opened a new position in Micron Technology (MU) in Q2 2026: 583 shares worth $673K. The stake represents 0.03% of the portfolio and ranks #141 among its holdings. This is a return to the name: Oxford Financial Group previously reported a position in MU as recently as Q4 2025.

Oxford Financial Group first reported a position in MU in Q4 2025 and has held it in 2 quarters since. 3,905 funds tracked by Wall St. Rank hold MU as of Q2 2026.

  • Oxford Financial Group held 583 shares of Micron Technology worth $673K as of Q2 2026.
  • Micron Technology was a new Oxford Financial Group position in Q2 2026.
  • Micron Technology made up 0.03% of Oxford Financial Group's portfolio in Q2 2026, its #141 holding.
  • Oxford Financial Group first reported a position in Micron Technology in Q4 2025 and has held it in 2 quarters since.
  • 3,905 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.