DF
MU icon

DNCA Finance’s Micron Technology MU Stock Holding History

DNCA Finance’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 		$76.5M Buy
66,243
+18,093
+38% +$13.6M 3.7% 6
2026
Q1 		$16.3M Buy
48,150
+5,200
+12% +$2.04M 0.93% 25
2025
Q4 		$12.3M Hold
42,950
– – 0.71% 35
2025
Q3 		$7.19M Buy
42,950
+11,950
+39% +$1.53M 0.49% 46
2025
Q2 		$3.82M Sell
31,000
-15,000
-33% -$1.4M 0.29% 63
2025
Q1 		$4M Sell
46,000
-7,000
-13% -$672K 0.33% 66
2024
Q4 		$4.46M Buy
+53,000
New +$5.39M 0.35% 68

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

DNCA Finance's MU Position: Q2 2026 in Review

DNCA Finance increased its Micron Technology (MU) stake by 38% in Q2 2026, buying an estimated $13.6M and bringing the position to 66,243 shares worth $76.5M. The position accounts for 3.7% of the portfolio, ranked #6.

DNCA Finance first reported a position in MU in Q4 2024 and has held it in 7 quarters since. 3,898 funds tracked by Wall St. Rank hold MU as of Q2 2026.

  • DNCA Finance held 66,243 shares of Micron Technology worth $76.5M as of Q2 2026.
  • DNCA Finance bought 18,093 Micron Technology shares in Q2 2026, an estimated $13.6M.
  • Micron Technology made up 3.7% of DNCA Finance's portfolio in Q2 2026, its #6 holding.
  • DNCA Finance first reported a position in Micron Technology in Q4 2024 and has held it in 7 quarters since.
  • 3,898 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on DNCA Finance's 13F filing for Q2 2026, filed 13 Aug 2026.