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Peak Financial Advisors’s Micron Technology MU Stock Holding History

Peak Financial 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
Q1 		– Sell
-10,170
Closed -$2.9M – 91
2025
Q4 		$2.9M Buy
10,170
+3,813
+60% +$875K 1.3% 14
2025
Q3 		$1.06M Buy
6,357
+1,511
+31% +$193K 0.51% 40
2025
Q2 		$597K Buy
+4,846
New +$453K 0.31% 44
2024
Q3 		– Sell
-11,526
Closed -$1.52M – 87
2024
Q2 		$1.52M Buy
+11,526
New +$1.45M 0.87% 38

Other funds holding MU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Peak Financial Advisors's MU Position: Q1 2026 in Review

Peak Financial Advisors sold out of Micron Technology (MU) in Q1 2026, closing a stake of 10,170 shares — an estimated $2.9M sold.

Peak Financial Advisors first reported a position in MU in Q2 2024 and held it in 4 quarters. The position peaked at $2.9M in Q4 2025. 2,989 funds tracked by Wall St. Rank hold MU as of Q1 2026.

  • Peak Financial Advisors reported no remaining Micron Technology position as of Q1 2026 after selling out during the quarter.
  • Peak Financial Advisors sold 10,170 Micron Technology shares in Q1 2026, an estimated $2.9M.
  • Peak Financial Advisors first reported a position in Micron Technology in Q2 2024 and held it in 4 quarters.
  • Peak Financial Advisors's Micron Technology position peaked at $2.9M in Q4 2025.
  • 2,989 funds tracked by Wall St. Rank held Micron Technology as of Q1 2026.

Based on Peak Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.