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Summit Wealth Partners’s Micron Technology MU Stock Holding History

Summit Wealth Partners’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 		$1.84M Buy
1,598
+63
+4% +$47.2K 0.26% 73
2026
Q1 		$518K Buy
+1,535
New +$601K 0.08% 159

Other funds holding MU

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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 Partners's MU Position: Q2 2026 in Review

Summit Wealth Partners increased its Micron Technology (MU) stake by 4.1% in Q2 2026, buying an estimated $47.2K and bringing the position to 1,598 shares worth $1.84M. The position accounts for 0.26% of the portfolio, ranked #73.

Summit Wealth Partners first reported a position in MU in Q1 2026 and has held it in 2 quarters since. 3,875 funds tracked by Wall St. Rank hold MU as of Q2 2026.

  • Summit Wealth Partners held 1,598 shares of Micron Technology worth $1.84M as of Q2 2026.
  • Summit Wealth Partners bought 63 Micron Technology shares in Q2 2026, an estimated $47.2K.
  • Micron Technology made up 0.26% of Summit Wealth Partners's portfolio in Q2 2026, its #73 holding.
  • Summit Wealth Partners first reported a position in Micron Technology in Q1 2026 and has held it in 2 quarters since.
  • 3,875 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.