WE
MU icon

Wealth Effects’s Micron Technology MU Stock Holding History

Wealth Effects’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 		$22.4M Sell
19,433
-1,385
-7% -$1.04M 6.05% 3
2026
Q1 		$7.03M Buy
20,818
+1,443
+7% +$565K 2.49% 8
2025
Q4 		$5.53M Buy
19,375
+1,525
+9% +$350K 1.73% 11
2025
Q3 		$2.99M Sell
17,850
-40
-0.2% -$5.12K 0.96% 17
2025
Q2 		$2.2M Buy
17,890
+273
+2% +$25.5K 0.83% 23
2025
Q1 		$1.53M Sell
17,617
-1,779
-9% -$171K 0.64% 34
2024
Q4 		$1.63M Buy
19,396
+5,041
+35% +$513K 0.58% 35
2024
Q3 		$1.49M Buy
14,355
+8,670
+153% +$907K 0.52% 43
2024
Q2 		$748K Buy
5,685
+1,630
+40% +$205K 0.27% 74
2024
Q1 		$478K Buy
+4,055
New +$367K 0.18% 112
2022
Q3 		– Sell
-3,895
Closed -$215K – 193
2022
Q2 		$215K Sell
3,895
-1,070
-22% -$72.7K 0.13% 157
2022
Q1 		$387K Buy
4,965
+40
+0.8% +$3.41K 0.18% 108
2021
Q4 		$459K Buy
+4,925
New +$385K 0.19% 107

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 $3.37T AUM 44.26% 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

Wealth Effects's MU Position: Q2 2026 in Review

Wealth Effects reduced its Micron Technology (MU) stake by 6.7% in Q2 2026, selling an estimated $1.04M and leaving 19,433 shares worth $22.4M. The position accounts for 6.05% of the portfolio, ranked #3.

Wealth Effects first reported a position in MU in Q4 2021 and has held it in 13 quarters since. 3,894 funds tracked by Wall St. Rank hold MU as of Q2 2026.

  • Wealth Effects held 19,433 shares of Micron Technology worth $22.4M as of Q2 2026.
  • Wealth Effects sold 1,385 Micron Technology shares in Q2 2026, an estimated $1.04M.
  • Micron Technology made up 6.05% of Wealth Effects's portfolio in Q2 2026, its #3 holding.
  • Wealth Effects first reported a position in Micron Technology in Q4 2021 and has held it in 13 quarters since.
  • 3,894 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on Wealth Effects's 13F filing for Q2 2026, filed 6 Aug 2026.