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SOA Wealth Advisors’s Micron Technology MU Stock Holding History

SOA 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
Q1 		$262K Sell
776
-143
-16% -$56K 0.05% 166
2025
Q4 		$262K Buy
919
+144
+19% +$33K 0.04% 174
2025
Q3 		$130K Buy
775
+447
+136% +$57.2K 0.02% 263
2025
Q2 		$40.5K Buy
328
+15
+5% +$1.4K 0.01% 400
2025
Q1 		$27.2K Buy
313
+22
+8% +$2.11K 0.01% 419
2024
Q4 		$24.5K Sell
291
-898
-76% -$91.3K ﹤0.01% 426
2024
Q3 		$123K Buy
1,189
+325
+38% +$34K 0.02% 230
2024
Q2 		$114K Buy
864
+627
+265% +$79K 0.02% 234
2024
Q1 		$28K Hold
237
– – 0.01% 390
2023
Q4 		$20.3K Sell
237
-100
-30% -$7.43K ﹤0.01% 428
2023
Q3 		$22.9K Hold
337
– – 0.01% 394
2023
Q2 		$21.2K Buy
337
+1
+0.3% +$64 0.01% 421
2023
Q1 		$20.3K Hold
336
– – 0.01% 421
2022
Q4 		$16.8K Buy
336
+1
+0.3% +$55 ﹤0.01% 437
2022
Q3 		$16K Hold
335
– – ﹤0.01% 432
2022
Q2 		$18K Sell
335
-3
-0.9% -$204 0.01% 404
2022
Q1 		$26K Buy
338
+200
+145% +$17.1K 0.01% 412
2021
Q4 		$12K Hold
138
– – ﹤0.01% 538
2021
Q3 		$9K Sell
138
-350
-72% -$26.3K ﹤0.01% 614
2021
Q2 		$41K Buy
488
+346
+244% +$29.2K 0.01% 333
2021
Q1 		$12K Buy
142
+1
+0.7% +$85 ﹤0.01% 486
2020
Q4 		$11K Buy
+141
New +$8.5K ﹤0.01% 500

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

SOA Wealth Advisors's MU Position: Q1 2026 in Review

SOA Wealth Advisors reduced its Micron Technology (MU) stake by 16% in Q1 2026, selling an estimated $56K and leaving 776 shares worth $262K. The position accounts for 0.05% of the portfolio, ranked #166.

SOA Wealth Advisors first reported a position in MU in Q4 2020 and has held it in 22 quarters since. The position peaked at $262K in Q4 2025. 2,989 funds tracked by Wall St. Rank hold MU as of Q1 2026.

  • SOA Wealth Advisors held 776 shares of Micron Technology worth $262K as of Q1 2026.
  • SOA Wealth Advisors sold 143 Micron Technology shares in Q1 2026, an estimated $56K.
  • Micron Technology made up 0.05% of SOA Wealth Advisors's portfolio in Q1 2026, its #166 holding.
  • SOA Wealth Advisors first reported a position in Micron Technology in Q4 2020 and has held it in 22 quarters since.
  • SOA Wealth Advisors's Micron Technology position peaked at $262K in Q4 2025.
  • 2,989 funds tracked by Wall St. Rank held Micron Technology as of Q1 2026.

Based on SOA Wealth Advisors's 13F filing for Q1 2026, filed 20 May 2026.