Position in MU
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$23,026,930
+$20,580,969 QoQ
Shares Held
19,949
+175.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#804
of 3,878 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MU Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Crestwood Advisors Group, LLC holds $508,528,902 across 22 Semiconductors names. MU ranks #6 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
1,021,922 | $204,476,372 | |
| 2 | AVGO |
Broadcom Inc.
|
314,413 | $118,769,510 | |
| 3 | QCOM |
Qualcomm Inc/De
|
252,660 | $46,689,041 | |
| 4 | TXN |
Texas Instruments Inc
|
123,511 | $36,814,923 | |
| 5 | NXPI |
NXP Semiconductors N.V.
|
96,887 | $27,228,152 | |
| 6 | MU |
Micron Technology Inc
This page
|
19,949 | $23,026,930 | |
| 7 | AMD |
Advanced Micro Devices Inc
|
26,040 | $15,126,896 | |
| 8 | ADI |
Analog Devices Inc
|
36,369 | $14,444,675 |
All Filings in MU
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,026,930 | 19,949 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $2,445,961 | 7,240 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,654,807 | 5,798 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $658,738 | 3,937 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $444,193 | 3,604 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $331,572 | 3,816 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $249,702 | 2,967 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $236,769 | 2,283 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $216,761 | 1,648 | Shares | Sole | 2024-08-01 | |
| No filing history on record for this holder in this stock. | ||||||