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Sax Wealth Advisors’s Micron Technology MU Stock Holding History

Sax 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
Q2 		$708K Buy
2,096
+102
+5% +$76.5K 0.03% 277
2026
Q1 		$569K Sell
1,994
-157
-7% -$61.5K 0.03% 269
2025
Q4 		$614K Buy
+2,151
New +$494K 0.03% 263

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

Sax Wealth Advisors's MU Position: Q2 2026 in Review

Sax Wealth Advisors increased its Micron Technology (MU) stake by 5.1% in Q2 2026, buying an estimated $76.5K and bringing the position to 2,096 shares worth $708K. The position accounts for 0.03% of the portfolio, ranked #277.

Sax Wealth Advisors first reported a position in MU in Q4 2025 and has held it in 3 quarters since. 3,875 funds tracked by Wall St. Rank hold MU as of Q2 2026.

  • Sax Wealth Advisors held 2,096 shares of Micron Technology worth $708K as of Q2 2026.
  • Sax Wealth Advisors bought 102 Micron Technology shares in Q2 2026, an estimated $76.5K.
  • Micron Technology made up 0.03% of Sax Wealth Advisors's portfolio in Q2 2026, its #277 holding.
  • Sax Wealth Advisors first reported a position in Micron Technology in Q4 2025 and has held it in 3 quarters since.
  • 3,875 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.