Position in MU
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$5,719,506
+$4,863,420 QoQ
Shares Held
4,955
+95.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.00%
of 13F equity value
Holder Rank
#1,395
of 3,871 holders
Holding Since
Sep 2025
4 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, 2026Portside Wealth Group, LLC holds $55,402,485 across 17 Semiconductors names. MU ranks #3 (10.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
137,669 | $27,546,189 | |
| 2 | AVGO |
Broadcom Inc.
|
22,822 | $8,621,010 | |
| 3 | MU |
Micron Technology Inc
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|
4,955 | $5,719,506 | |
| 4 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
5,130 | $2,449,933 | |
| 5 | AMD |
Advanced Micro Devices Inc
|
3,832 | $2,226,047 | |
| 6 | TXN |
Texas Instruments Inc
|
5,663 | $1,687,970 | |
| 7 | QCOM |
Qualcomm Inc/De
|
6,564 | $1,212,961 | |
| 8 | INTC |
Intel Corp
|
8,096 | $1,130,444 |
All Filings in MU
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,719,506 | 4,955 | Shares | Other | 2026-07-14 | |
| 2026-03-31 | $856,086 | 2,534 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $631,612 | 2,213 | Shares | Other | 2026-01-21 | |
| 2025-09-30 | $272,898 | 1,631 | Shares | Other | 2025-11-05 | |
| No filing history on record for this holder in this stock. | ||||||