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Synergy Financial Group’s Micron Technology MU Stock Holding History

Synergy 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 		$1.58M Buy
1,368
+5
+0.4% +$3.75K 1.14% 21
2026
Q1 		$460K Buy
1,363
+44
+3% +$17.2K 0.35% 63
2025
Q4 		$376K Buy
1,319
+6
+0.5% +$1.38K 0.26% 69
2025
Q3 		$220K Buy
+1,313
New +$168K 0.15% 108

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 $3.38T AUM 44.17% 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

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

Synergy Financial Group increased its Micron Technology (MU) stake by 0.37% in Q2 2026, buying an estimated $3.75K and bringing the position to 1,368 shares worth $1.58M. The position accounts for 1.14% of the portfolio, ranked #21.

Synergy Financial Group first reported a position in MU in Q3 2025 and has held it in 4 quarters since. 3,913 funds tracked by Wall St. Rank hold MU as of Q2 2026.

  • Synergy Financial Group held 1,368 shares of Micron Technology worth $1.58M as of Q2 2026.
  • Synergy Financial Group bought 5 Micron Technology shares in Q2 2026, an estimated $3.75K.
  • Micron Technology made up 1.14% of Synergy Financial Group's portfolio in Q2 2026, its #21 holding.
  • Synergy Financial Group first reported a position in Micron Technology in Q3 2025 and has held it in 4 quarters since.
  • 3,913 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on Synergy Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.