Whelan Financial
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Whelan Financial’s Micron Technology MU Stock Holding History

Whelan Financial’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 		$1.71M Buy
1,610
+219
+16% +$208K 0.44% 28
2026
Q2 		$1.61M Sell
1,391
-26
-2% -$19.5K 0.44% 27
2026
Q1 		$479K Buy
1,417
+214
+18% +$83.8K 0.15% 53
2025
Q4 		$343K Sell
1,203
-139
-10% -$31.9K 0.11% 62
2025
Q3 		$224K Buy
+1,342
New +$172K 0.07% 87

Other funds holding MU

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Whelan Financial's MU Position: Q3 2026 in Review

Whelan Financial increased its Micron Technology (MU) stake by 16% in Q3 2026, buying an estimated $208K and bringing the position to 1,610 shares worth $1.71M. The position accounts for 0.44% of the portfolio, ranked #28.

Whelan Financial first reported a position in MU in Q3 2025 and has held it in 5 quarters since. 2,443 funds tracked by Wall St. Rank hold MU as of Q3 2026.

  • Whelan Financial held 1,610 shares of Micron Technology worth $1.71M as of Q3 2026.
  • Whelan Financial bought 219 Micron Technology shares in Q3 2026, an estimated $208K.
  • Micron Technology made up 0.44% of Whelan Financial's portfolio in Q3 2026, its #28 holding.
  • Whelan Financial first reported a position in Micron Technology in Q3 2025 and has held it in 5 quarters since.
  • 2,443 funds tracked by Wall St. Rank held Micron Technology as of Q3 2026.

Based on Whelan Financial's 13F filing for Q3 2026, filed 28 Oct 2026.