CloudAlpha Capital Management’s Micron Technology MU Stock Holding History

CloudAlpha 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	$69.3M	Sell	60,000 -30,500	-34%	-$22.9M	1.97%	14
2026 Q1	$30.6M	Sell	90,500 -34,500	-28%	-$13.5M	1.04%	21
2025 Q4	$35.7M	Sell	125,000 -125,000	-50%	-$28.7M	1.68%	18
2025 Q3	$41.8M	Buy	+250,000	New	+$32M	1.5%	15
2024 Q2	–	Sell	-100,000	Closed	-$11.8M	–	46
2024 Q1	$11.8M	Buy	+100,000	New	+$9.05M	1.41%	15
2022 Q3	–	Sell	-770,000	Closed	-$42.6M	–	23
2022 Q2	$42.6M	Buy	+770,000	New	+$52.3M	5.5%	7
2021 Q2	–	Sell	-500,000	Closed	-$44.1M	–	44
2021 Q1	$44.1M	Buy	500,000 +110,000	+28%	+$9.33M	1.14%	20
2020 Q4	$29.3M	Buy	+390,000	New	+$23.5M	0.6%	40

Other funds holding MU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

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

CloudAlpha Capital Management held its Micron Technology (MU) position steady in Q2 2026 at 10 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #36.

CloudAlpha Capital Management first reported a position in MU in Q2 2022 and has held it in 9 quarters since. The position peaked at $54.3M in Q3 2025. 3,894 funds tracked by Wall St. Rank hold MU as of Q2 2026.

CloudAlpha Capital Management held 10 shares of Micron Technology worth $11.5K as of Q2 2026.
CloudAlpha Capital Management left its Micron Technology share count unchanged in Q2 2026.
Micron Technology made up ﹤0.01% of CloudAlpha Capital Management's portfolio in Q2 2026, its #36 holding.
CloudAlpha Capital Management first reported a position in Micron Technology in Q2 2022 and has held it in 9 quarters since.
CloudAlpha Capital Management's Micron Technology position peaked at $54.3M in Q3 2025.
3,894 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on CloudAlpha Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.