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Connective Portfolio Management’s Micron Technology MU Stock Holding History

Connective Portfolio 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 		$1.05M Buy
+910
New +$682K 1.75% 22
2023
Q3 		– Sell
-10,000
Closed -$639K – 51
2023
Q2 		$639K Buy
+10,000
New +$643K 1.58% 31

Other funds holding MU

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Connective Portfolio Management's MU Position: Q2 2026 in Review

Connective Portfolio Management opened a new position in Micron Technology (MU) in Q2 2026: 910 shares worth $1.05M. The stake represents 1.75% of the portfolio and ranks #22 among its holdings. This is a return to the name: Connective Portfolio Management previously reported a position in MU as recently as Q2 2023.

Connective Portfolio Management first reported a position in MU in Q2 2023 and has held it in 2 quarters since. 743 funds tracked by Wall St. Rank hold MU as of Q2 2026.

  • Connective Portfolio Management held 910 shares of Micron Technology worth $1.05M as of Q2 2026.
  • Micron Technology was a new Connective Portfolio Management position in Q2 2026.
  • Micron Technology made up 1.75% of Connective Portfolio Management's portfolio in Q2 2026, its #22 holding.
  • Connective Portfolio Management first reported a position in Micron Technology in Q2 2023 and has held it in 2 quarters since.
  • 743 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on Connective Portfolio Management's 13F filing for Q2 2026, filed 7 Jul 2026.