Total Wealth Planning & Management
MU icon

Total Wealth Planning & Management’s Micron Technology MU Stock Holding History

Total Wealth Planning & Management’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
Q3 		$3.35M Sell
3,149
-730
-19% -$693K 2.49% 4
2026
Q2 		$4.48M Buy
3,879
+303
+8% +$227K 3.03% 1
2026
Q1 		$1.21M Sell
3,576
-6,195
-63% -$2.43M 0.89% 29
2025
Q4 		$2.79M Buy
+9,771
New +$2.24M 2.07% 7
2025
Q2 		$1.39M Buy
11,249
+1,314
+13% +$123K 1.12% 16
2025
Q1 		$863K Buy
9,935
+2,816
+40% +$270K 0.82% 30
2024
Q4 		$599K Buy
+7,119
New +$724K 0.54% 52

Other funds holding MU

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Oak Grove Capital
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Total Wealth Planning & Management's MU Position: Q3 2026 in Review

Total Wealth Planning & Management reduced its Micron Technology (MU) stake by 19% in Q3 2026, selling an estimated $693K and leaving 3,149 shares worth $3.35M. The position accounts for 2.49% of the portfolio, ranked #4.

Total Wealth Planning & Management first reported a position in MU in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.48M in Q2 2026. 1,223 funds tracked by Wall St. Rank hold MU as of Q3 2026.

  • Total Wealth Planning & Management held 3,149 shares of Micron Technology worth $3.35M as of Q3 2026.
  • Total Wealth Planning & Management sold 730 Micron Technology shares in Q3 2026, an estimated $693K.
  • Micron Technology made up 2.49% of Total Wealth Planning & Management's portfolio in Q3 2026, its #4 holding.
  • Total Wealth Planning & Management first reported a position in Micron Technology in Q4 2024 and has held it in 7 quarters since.
  • Total Wealth Planning & Management's Micron Technology position peaked at $4.48M in Q2 2026.
  • 1,223 funds tracked by Wall St. Rank held Micron Technology as of Q3 2026.

Based on Total Wealth Planning & Management's 13F filing for Q3 2026, filed 23 Oct 2026.