TRUE Private Wealth Advisors MU MICRON TECHNOLOGY INC

Ownership history in TRUE Private Wealth Advisors  ·  35 quarters on record

AI Ownership Summary

TRUE Private Wealth Advisors reported MICRON TECHNOLOGY INC (MU) in 35 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.54% in 2025 Q4. The latest visible filing shows MU at 0.49% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was TRUE Private Wealth Advisors'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 Q1

MU was reported at 0.49% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.54% in 2025 Q4

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

Time in book
Holding Window
2023 Q4 to 2026 Q1

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 TRUE Private Wealth Advisors 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 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 15,107 -3,791 -20.1% 0.49% $5.1M 2026-05-15 $724.66
2025 Q4 REDUCED 6.6% +18.4% 18,898 -1,335 -6.6% 0.54% $5.4M 2026-02-13 $411.49
2025 Q3 REDUCED 20,233 -152 -0.7% 0.35% $3.4M 2025-11-14 $246.63
2025 Q2 ADDED 20,385 +3,212 +18.7% 0.28% $2.5M 2025-08-11 $123.54
2025 Q1 ADDED 17,173 +693 +4.2% 0.18% $1.5M 2025-05-15 $95.22
2024 Q4 ADDED 16,480 +4,783 +40.9% 0.17% $1.4M 2025-02-13 $95.31
2024 Q3 ADDED 11,697 +7,519 +180.0% 0.14% $1.2M 2024-11-14 $98.69
2024 Q2 REDUCED 4,178 -105 -2.5% 0.06% $550K 2024-07-16 $126.71
2024 Q1 ADDED 4,283 +152 +3.7% 0.06% $505K 2024-04-25 $110.80
2023 Q4 UNCHANGED 4,131 0% 0.04% $353K 2024-01-30 $85.48
25 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About TRUE Private Wealth Advisors and MU

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

How long has TRUE Private Wealth Advisors reported owning MU?

TRUE Private Wealth Advisors reported MU across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported MU position in TRUE Private Wealth Advisors's portfolio?

The largest reported portfolio weight for MU was 0.54% in 2025 Q4.

What is the latest reported MU position on this page?

The most recent filing on this page is 2026 Q1, when TRUE Private Wealth Advisors reported 15,107 shares, equal to 0.49% of portfolio, with an estimated market value of $5.1M.

What does the chart on this MU ownership page compare?

The chart compares TRUE Private Wealth Advisors'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 TRUE Private Wealth Advisors time their MU position?

Based on 13F filing dates vs. subsequent MU price moves, TRUE Private Wealth Advisors correctly timed 14 out of 31 reported position changes (45%). The annualised alpha on MU relative to SPY over the holding period was +29.7%.

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