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Summit Wealth Group (Colorado)’s Micron Technology MU Stock Holding History

Summit Wealth Group (Colorado)’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 		$3.43M Buy
2,968
+489
+20% +$367K 0.28% 48
2026
Q1 		$838K Buy
2,479
+750
+43% +$294K 0.09% 125
2025
Q4 		$493K Buy
+1,729
New +$397K 0.07% 145
2025
Q3 		– Sell
-1,744
Closed -$215K – 392
2025
Q2 		$215K Buy
+1,744
New +$163K 0.05% 227

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

Summit Wealth Group (Colorado)'s MU Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its Micron Technology (MU) stake by 20% in Q2 2026, buying an estimated $367K and bringing the position to 2,968 shares worth $3.43M. The position accounts for 0.28% of the portfolio, ranked #48.

Summit Wealth Group (Colorado) first reported a position in MU in Q2 2025 and has held it in 4 quarters since. 3,875 funds tracked by Wall St. Rank hold MU as of Q2 2026.

  • Summit Wealth Group (Colorado) held 2,968 shares of Micron Technology worth $3.43M as of Q2 2026.
  • Summit Wealth Group (Colorado) bought 489 Micron Technology shares in Q2 2026, an estimated $367K.
  • Micron Technology made up 0.28% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #48 holding.
  • Summit Wealth Group (Colorado) first reported a position in Micron Technology in Q2 2025 and has held it in 4 quarters since.
  • 3,875 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.