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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
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 $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

Synergy Financial Group's MU Position: Q1 2026 in Review

Synergy Financial Group increased its Micron Technology (MU) stake by 3.3% in Q1 2026, buying an estimated $17.2K and bringing the position to 1,363 shares worth $460K. The position accounts for 0.35% of the portfolio, ranked #63.

Synergy Financial Group first reported a position in MU in Q3 2025 and has held it in 3 quarters since. 2,990 funds tracked by Wall St. Rank hold MU as of Q1 2026.

  • Synergy Financial Group held 1,363 shares of Micron Technology worth $460K as of Q1 2026.
  • Synergy Financial Group bought 44 Micron Technology shares in Q1 2026, an estimated $17.2K.
  • Micron Technology made up 0.35% of Synergy Financial Group's portfolio in Q1 2026, its #63 holding.
  • Synergy Financial Group first reported a position in Micron Technology in Q3 2025 and has held it in 3 quarters since.
  • 2,990 funds tracked by Wall St. Rank held Micron Technology as of Q1 2026.

Based on Synergy Financial Group's 13F filing for Q1 2026, filed 15 May 2026.