BluePath Capital Management’s Micron Technology MU Stock Holding History

BluePath Capital Management’s Portfolio MU Stock Details MU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.86M	Sell	5,081 -261	-5%	-$196K	3.21%	3
2026 Q1	$1.8M	Sell	5,342 -1,932	-27%	-$757K	1.25%	10
2025 Q4	$2.08M	Buy	+7,274	New	+$1.67M	1.4%	11
2025 Q1	–	Sell	-10,710	Closed	-$1.02M	–	102
2024 Q4	$1.02M	Buy	+10,710	New	+$1.09M	0.55%	47

Other funds holding MU

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

TEC

Tensor Edge Capital Weston, Massachusetts $1.51B AUM

BluePath Capital Management's MU Position: Q2 2026 in Review

BluePath Capital Management reduced its Micron Technology (MU) stake by 4.9% in Q2 2026, selling an estimated $196K and leaving 5,081 shares worth $5.86M. The position accounts for 3.21% of the portfolio, ranked #3.

BluePath Capital Management first reported a position in MU in Q4 2024 and has held it in 4 quarters since. 1,230 funds tracked by Wall St. Rank hold MU as of Q2 2026.

BluePath Capital Management held 5,081 shares of Micron Technology worth $5.86M as of Q2 2026.
BluePath Capital Management sold 261 Micron Technology shares in Q2 2026, an estimated $196K.
Micron Technology made up 3.21% of BluePath Capital Management's portfolio in Q2 2026, its #3 holding.
BluePath Capital Management first reported a position in Micron Technology in Q4 2024 and has held it in 4 quarters since.
1,230 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on BluePath Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.