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Sovereign Financial Group’s Micron Technology MU Stock Holding History

Sovereign 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 		$7.22M Sell
6,256
-961
-13% -$721K 1.1% 18
2026
Q1 		$2.44M Sell
7,217
-94
-1% -$36.8K 0.42% 38
2025
Q4 		$2.09M Sell
7,311
-1,321
-15% -$303K 0.36% 48
2025
Q3 		$1.44M Sell
8,632
-399
-4% -$51.1K 0.27% 69
2025
Q2 		$1.11M Buy
9,031
+1,476
+20% +$138K 0.23% 82
2025
Q1 		$656K Buy
7,555
+1,272
+20% +$122K 0.15% 126
2024
Q4 		$529K Sell
6,283
-661
-10% -$67.2K 0.12% 152
2024
Q3 		$720K Sell
6,944
-80
-1% -$8.37K 0.17% 115
2024
Q2 		$924K Buy
7,024
+1,161
+20% +$146K 0.23% 85
2024
Q1 		$691K Buy
5,863
+3,276
+127% +$297K 0.18% 111
2023
Q4 		$221K Buy
+2,587
New +$192K 0.07% 227
2023
Q1 		– Sell
-4,878
Closed -$244K – 223
2022
Q4 		$244K Buy
4,878
+281
+6% +$15.4K 0.1% 190
2022
Q3 		$230K Sell
4,597
-206
-4% -$11.9K 0.09% 182
2022
Q2 		$266K Sell
4,803
-488
-9% -$33.1K 0.1% 170
2022
Q1 		$412K Sell
5,291
-111
-2% -$9.46K 0.15% 140
2021
Q4 		$503K Sell
5,402
-1,750
-24% -$137K 0.2% 112
2021
Q3 		$508K Sell
7,152
-669
-9% -$50.2K 0.29% 81
2021
Q2 		$690K Hold
7,821
– – 0.42% 55
2021
Q1 		$690K Buy
7,821
+2,550
+48% +$216K 0.43% 53
2020
Q4 		$396K Buy
+5,271
New +$318K 0.29% 74

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

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

Sovereign Financial Group reduced its Micron Technology (MU) stake by 13% in Q2 2026, selling an estimated $721K and leaving 6,256 shares worth $7.22M. The position accounts for 1.1% of the portfolio, ranked #18.

Sovereign Financial Group first reported a position in MU in Q4 2020 and has held it in 20 quarters since. 3,875 funds tracked by Wall St. Rank hold MU as of Q2 2026.

  • Sovereign Financial Group held 6,256 shares of Micron Technology worth $7.22M as of Q2 2026.
  • Sovereign Financial Group sold 961 Micron Technology shares in Q2 2026, an estimated $721K.
  • Micron Technology made up 1.1% of Sovereign Financial Group's portfolio in Q2 2026, its #18 holding.
  • Sovereign Financial Group first reported a position in Micron Technology in Q4 2020 and has held it in 20 quarters since.
  • 3,875 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.