United Capital Financial Advisors’s Micron Technology MU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $13.1M | Buy |
38,760
+3,668
| +10% | +$1.44M | 0.08% | 199 |
|
|
2025
Q4 | $10M | Buy |
35,092
+2,968
| +9% | +$681K | 0.06% | 237 |
|
|
2025
Q3 | $5.38M | Buy |
32,124
+1,220
| +4% | +$156K | 0.04% | 297 |
|
|
2025
Q2 | $3.81M | Sell |
30,904
-327
| -1% | -$30.5K | 0.03% | 316 |
|
|
2025
Q1 | $2.71M | Buy |
31,231
+6,332
| +25% | +$608K | 0.02% | 368 |
|
|
2024
Q4 | $2.1M | Buy |
24,899
+1,027
| +4% | +$104K | 0.02% | 409 |
|
|
2024
Q3 | $2.48M | Sell |
23,872
-735
| -3% | -$76.9K | 0.02% | 370 |
|
|
2024
Q2 | $3.24M | Buy |
24,607
+657
| +3% | +$82.8K | 0.03% | 330 |
|
|
2024
Q1 | $2.82M | Sell |
23,950
-6,315
| -21% | -$572K | 0.02% | 365 |
|
|
2023
Q4 | $2.58M | Buy |
30,265
+12,979
| +75% | +$964K | 0.02% | 375 |
|
|
2023
Q3 | $1.18M | Buy |
17,286
+2,074
| +14% | +$139K | 0.01% | 491 |
|
|
2023
Q2 | $960K | Buy |
15,212
+9,850
| +184% | +$633K | 0.01% | 558 |
|
|
2023
Q1 | $324K | Sell |
5,362
-1,316
| -20% | -$77.1K | ﹤0.01% | 805 |
|
|
2022
Q4 | $334K | Sell |
6,678
-1,452
| -18% | -$79.5K | ﹤0.01% | 854 |
|
|
2022
Q3 | $407K | Buy |
8,130
+2,316
| +40% | +$134K | ﹤0.01% | 809 |
|
|
2022
Q2 | $321K | Sell |
5,814
-1,011
| -15% | -$68.7K | ﹤0.01% | 921 |
|
|
2022
Q1 | $532K | Buy |
6,825
+479
| +8% | +$40.8K | ﹤0.01% | 823 |
|
|
2021
Q4 | $591K | Buy |
6,346
+603
| +10% | +$47.1K | ﹤0.01% | 814 |
|
|
2021
Q3 | $408K | Sell |
5,743
-1,609
| -22% | -$121K | ﹤0.01% | 918 |
|
|
2021
Q2 | $625K | Sell |
7,352
-1,605
| -18% | -$135K | ﹤0.01% | 814 |
|
|
2021
Q1 | $790K | Sell |
8,957
-1,454
| -14% | -$123K | ﹤0.01% | 731 |
|
|
2020
Q4 | $783K | Buy |
10,411
+2,975
| +40% | +$179K | ﹤0.01% | 741 |
|
|
2020
Q3 | $349K | Sell |
7,436
-660
| -8% | -$31.9K | ﹤0.01% | 915 |
|
|
2020
Q2 | $417K | Buy |
8,096
+35
| +0.4% | +$1.65K | ﹤0.01% | 927 |
|
|
2020
Q1 | $339K | Sell |
8,061
-9,170
| -53% | -$477K | ﹤0.01% | 948 |
|
|
2019
Q4 | $927K | Buy |
17,231
+9,551
| +124% | +$456K | 0.01% | 805 |
|
|
2019
Q3 | $329K | Sell |
7,680
-7,038
| -48% | -$318K | ﹤0.01% | 1054 |
|
|
2019
Q2 | $568K | Sell |
14,718
-545,150
| -97% | -$20.8M | ﹤0.01% | 1005 |
|
|
2019
Q1 | $23.1M | Buy |
559,868
+49,834
| +10% | +$1.93M | 0.16% | 136 |
|
|
2018
Q4 | $16.2M | Buy |
510,034
+51,263
| +11% | +$1.94M | 0.13% | 165 |
|
|
2018
Q3 | $20.8M | Buy |
458,771
+119,373
| +35% | +$6.02M | 0.15% | 154 |
|
|
2018
Q2 | $17.8M | Buy |
339,398
+196,092
| +137% | +$10.6M | 0.13% | 171 |
|
|
2018
Q1 | $7.47M | Sell |
143,306
-52,725
| -27% | -$2.52M | 0.06% | 345 |
|
|
2017
Q4 | $8.06M | Buy |
196,031
+25,067
| +15% | +$1.08M | 0.06% | 328 |
|
|
2017
Q3 | $6.72M | Buy |
+170,964
| New | +$5.41M | 0.06% | 341 |
|
|
2017
Q2 | – | Sell |
-7,382
| Closed | -$213K | – | 1296 |
|
|
2017
Q1 | $213K | Buy |
+7,382
| New | +$180K | ﹤0.01% | 1167 |
|
|
2016
Q1 | – | Sell |
-23,677
| Closed | -$335K | – | 1250 |
|
|
2015
Q4 | $335K | Sell |
23,677
-4,788
| -17% | -$76.5K | ﹤0.01% | 986 |
|
|
2015
Q3 | $426K | Buy |
28,465
+12,882
| +83% | +$222K | 0.01% | 945 |
|
|
2015
Q2 | $294K | Sell |
15,583
-148,705
| -91% | -$3.96M | ﹤0.01% | 1075 |
|
|
2015
Q1 | $4.62M | Buy |
164,288
+7,239
| +5% | +$216K | 0.06% | 353 |
|
|
2014
Q4 | $5.5M | Buy |
157,049
+1,313
| +0.8% | +$43.5K | 0.08% | 244 |
|
|
2014
Q3 | $5.34M | Buy |
155,736
+17,861
| +13% | +$578K | 0.09% | 243 |
|
|
2014
Q2 | $4.54M | Sell |
137,875
-46,061
| -25% | -$1.26M | 0.08% | 252 |
|
|
2014
Q1 | $4.35M | Buy |
+183,936
| New | +$4.37M | 0.09% | 224 |
|
Other funds holding MU
VCM
VPM
United Capital Financial Advisors's MU Position: Q1 2026 in Review
United Capital Financial Advisors increased its Micron Technology (MU) stake by 10% in Q1 2026, buying an estimated $1.44M and bringing the position to 38,760 shares worth $13.1M. The position accounts for 0.08% of the portfolio, ranked #199.
United Capital Financial Advisors first reported a position in MU in Q1 2014 and has held it in 44 quarters since. The position peaked at $23.1M in Q1 2019. 2,990 funds tracked by Wall St. Rank hold MU as of Q1 2026.
- United Capital Financial Advisors held 38,760 shares of Micron Technology worth $13.1M as of Q1 2026.
- United Capital Financial Advisors bought 3,668 Micron Technology shares in Q1 2026, an estimated $1.44M.
- Micron Technology made up 0.08% of United Capital Financial Advisors's portfolio in Q1 2026, its #199 holding.
- United Capital Financial Advisors first reported a position in Micron Technology in Q1 2014 and has held it in 44 quarters since.
- United Capital Financial Advisors's Micron Technology position peaked at $23.1M in Q1 2019.
- 2,990 funds tracked by Wall St. Rank held Micron Technology as of Q1 2026.
Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.