Position in MU
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$3,482,492
+$2,413,905 QoQ
Shares Held
3,017
-4.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.10%
of 13F equity value
Holder Rank
#1,699
of 3,891 holders
Holding Since
Jun 2021
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MU Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026BSW Wealth Partners holds $37,191,648 across 12 Semiconductors names. MU ranks #5 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
63,196 | $12,644,887 | |
| 2 | AVGO |
Broadcom Inc.
|
13,936 | $5,264,324 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
10,045 | $4,797,190 | |
| 4 | INTC |
Intel Corp
|
25,222 | $3,521,747 | |
| 5 | MU |
Micron Technology Inc
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|
3,017 | $3,482,492 | |
| 6 | AMD |
Advanced Micro Devices Inc
|
4,788 | $2,781,397 | |
| 7 | ASX |
ASE Technology Holding Co., Ltd.
|
37,193 | $1,678,148 | |
| 8 | UMC |
United Microelectronics Corp
|
36,773 | $1,000,593 |
All Filings in MU
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,482,492 | 3,017 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,068,587 | 3,163 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $799,433 | 2,801 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $441,724 | 2,640 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $375,049 | 3,043 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $233,907 | 2,692 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $362,308 | 4,305 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $462,235 | 4,457 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $486,397 | 3,698 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $377,483 | 3,202 | Shares | Sole | 2024-04-23 | |
| 2021-12-31 | $281,313 | 3,020 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $296,767 | 4,181 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $220,438 | 2,594 | Shares | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||