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Talon Private Wealth’s Micron Technology MU Stock Holding History

Talon Private Wealth’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 		$21.6M Sell
18,688
-2,540
-12% -$1.9M 2.52% 13
2026
Q1 		$7.17M Buy
+21,228
New +$8.32M 0.95% 19
2025
Q2 		$2.69M Sell
21,808
-3,729
-15% -$348K 0.37% 40
2025
Q1 		$2.24M Buy
25,537
+24,959
+4,318% +$2.4M 0.3% 57
2024
Q4 		$48.6K Buy
+578
New +$58.8K 0.01% 154

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

Talon Private Wealth's MU Position: Q2 2026 in Review

Talon Private Wealth reduced its Micron Technology (MU) stake by 12% in Q2 2026, selling an estimated $1.9M and leaving 18,688 shares worth $21.6M. The position accounts for 2.52% of the portfolio, ranked #13.

Talon Private Wealth first reported a position in MU in Q4 2024 and has held it in 5 quarters since. 3,913 funds tracked by Wall St. Rank hold MU as of Q2 2026.

  • Talon Private Wealth held 18,688 shares of Micron Technology worth $21.6M as of Q2 2026.
  • Talon Private Wealth sold 2,540 Micron Technology shares in Q2 2026, an estimated $1.9M.
  • Micron Technology made up 2.52% of Talon Private Wealth's portfolio in Q2 2026, its #13 holding.
  • Talon Private Wealth first reported a position in Micron Technology in Q4 2024 and has held it in 5 quarters since.
  • 3,913 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on Talon Private Wealth's 13F filing for Q2 2026, filed 11 Sep 2026.