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BW Gestao de Investimentos’s Micron Technology MU Stock Holding History

BW Gestao de Investimentos’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 		$248M Buy
215,000
+165,000
+330% +$124M 4.91% 3
2026
Q1 		$16.9M Buy
+50,000
New +$19.6M 0.56% 41
2024
Q1 		– Sell
-200,000
Closed -$17.1M – 103
2023
Q4 		$17.1M Buy
200,000
+198,000
+9,900% +$14.7M 0.54% 43
2023
Q3 		$412K Buy
+2,000
New +$134K 0.05% 79

Other funds holding MU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

BW Gestao de Investimentos's MU Position: Q2 2026 in Review

BW Gestao de Investimentos opened a new position in Micron Technology (MU) in Q2 2026: 39,210 shares worth $45.3M. The stake represents 0.9% of the portfolio and ranks #12 among its holdings. This is a return to the name: BW Gestao de Investimentos previously reported a position in MU as recently as Q4 2025.

BW Gestao de Investimentos first reported a position in MU in Q3 2024 and has held it in 3 quarters since. 3,903 funds tracked by Wall St. Rank hold MU as of Q2 2026.

  • BW Gestao de Investimentos held 39,210 shares of Micron Technology worth $45.3M as of Q2 2026.
  • Micron Technology was a new BW Gestao de Investimentos position in Q2 2026.
  • Micron Technology made up 0.9% of BW Gestao de Investimentos's portfolio in Q2 2026, its #12 holding.
  • BW Gestao de Investimentos first reported a position in Micron Technology in Q3 2024 and has held it in 3 quarters since.
  • 3,903 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on BW Gestao de Investimentos's 13F filing for Q2 2026, filed 14 Aug 2026.