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Wescott Financial Advisory Group’s Micron Technology MU Stock Holding History

Wescott Financial Advisory 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
Q2 		$606K Sell
525
-96
-15% -$72K 0.05% 122
2026
Q1 		$210K Buy
+621
New +$243K 0.02% 186

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

Wescott Financial Advisory Group's MU Position: Q2 2026 in Review

Wescott Financial Advisory Group reduced its Micron Technology (MU) stake by 15% in Q2 2026, selling an estimated $72K and leaving 525 shares worth $606K. The position accounts for 0.05% of the portfolio, ranked #122.

Wescott Financial Advisory Group first reported a position in MU in Q1 2026 and has held it in 2 quarters since. 3,875 funds tracked by Wall St. Rank hold MU as of Q2 2026.

  • Wescott Financial Advisory Group held 525 shares of Micron Technology worth $606K as of Q2 2026.
  • Wescott Financial Advisory Group sold 96 Micron Technology shares in Q2 2026, an estimated $72K.
  • Micron Technology made up 0.05% of Wescott Financial Advisory Group's portfolio in Q2 2026, its #122 holding.
  • Wescott Financial Advisory Group first reported a position in Micron Technology in Q1 2026 and has held it in 2 quarters since.
  • 3,875 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.