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 Q3	$4.6M	Sell	4,316 -765	-15%	-$727K	2.4%	5
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

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

BluePath Capital Management's MU Position: Q3 2026 in Review

BluePath Capital Management reduced its Micron Technology (MU) stake by 15% in Q3 2026, selling an estimated $727K and leaving 4,316 shares worth $4.6M. The position accounts for 2.4% of the portfolio, ranked #5.

BluePath Capital Management first reported a position in MU in Q4 2024 and has held it in 5 quarters since. The position peaked at $5.86M in Q2 2026. 1,419 funds tracked by Wall St. Rank hold MU as of Q3 2026.

BluePath Capital Management held 4,316 shares of Micron Technology worth $4.6M as of Q3 2026.
BluePath Capital Management sold 765 Micron Technology shares in Q3 2026, an estimated $727K.
Micron Technology made up 2.4% of BluePath Capital Management's portfolio in Q3 2026, its #5 holding.
BluePath Capital Management first reported a position in Micron Technology in Q4 2024 and has held it in 5 quarters since.
BluePath Capital Management's Micron Technology position peaked at $5.86M in Q2 2026.
1,419 funds tracked by Wall St. Rank held Micron Technology as of Q3 2026.

Based on BluePath Capital Management's 13F filing for Q3 2026, filed 26 Oct 2026.