Net Worth Advisory Group MU — MICRON TECHNOLOGY INC

Ownership history in Net Worth Advisory Group  ·  6 quarters on record

AI Ownership Summary

Net Worth Advisory Group reported MICRON TECHNOLOGY INC (MU) in 6 quarterly 13F filings from 2025 Q2 through 2026 Q3. Peak portfolio weight reached 0.43% in 2026 Q3. The latest visible filing shows MU at 0.43% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Net Worth Advisory Group's position in MICRON TECHNOLOGY INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

MU was reported at 0.43% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.43% in 2026 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Net Worth Advisory Group held MU — position size vs. price
% of Fund (quarterly)    MU price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 1,552 +1,113 +253.5% 0.43% $1.7M 2026-10-20 $896.07
2026 Q2 REDUCED 78.9% -8.7% ✅ 439 -1,645 -78.9% 0.13% $507K 2026-07-14 $982.97
2026 Q1 ADDED — — — 2,084 +934 +81.2% 0.15% $704K 2026-05-05 $640.00
2025 Q4 REDUCED 71.2% +18.4% ❌ 1,150 -2,840 -71.2% 0.07% $328K 2026-01-14 $333.11
2025 Q3 ADDED — — — 3,990 +1,054 +35.9% 0.19% $668K 2025-10-15 $191.72
2025 Q2 INITIATED — — — 2,936 — — 0.08% $362K 2025-07-22 $109.03

FAQ About Net Worth Advisory Group and MU

These are the practical questions this page is built to answer before you even open the full history table.

How long has Net Worth Advisory Group reported owning MU?

Net Worth Advisory Group reported MU across 6 quarterly 13F filings, from 2025 Q2 through 2026 Q3.

What was the largest reported MU position in Net Worth Advisory Group's portfolio?

The largest reported portfolio weight for MU was 0.43% in 2026 Q3.

What is the latest reported MU position on this page?

The most recent filing on this page is 2026 Q3, when Net Worth Advisory Group reported 1,552 shares, equal to 0.43% of portfolio, with an estimated market value of $1.7M.

What does the chart on this MU ownership page compare?

The chart compares Net Worth Advisory Group's quarterly MU portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Net Worth Advisory Group time their MU position?

Based on 13F filing dates vs. subsequent MU price moves, Net Worth Advisory Group correctly timed 4 out of 5 reported position changes (80%). The annualised alpha on MU relative to SPY over the holding period was +356.5%.

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