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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

DNCA Finance's MU Position: Q1 2026 in Review

DNCA Finance increased its Micron Technology (MU) stake by 12% in Q1 2026, buying an estimated $2.04M and bringing the position to 48,150 shares worth $16.3M. The position accounts for 0.93% of the portfolio, ranked #25.

DNCA Finance first reported a position in MU in Q4 2024 and has held it in 6 quarters since. 2,990 funds tracked by Wall St. Rank hold MU as of Q1 2026.

  • DNCA Finance held 48,150 shares of Micron Technology worth $16.3M as of Q1 2026.
  • DNCA Finance bought 5,200 Micron Technology shares in Q1 2026, an estimated $2.04M.
  • Micron Technology made up 0.93% of DNCA Finance's portfolio in Q1 2026, its #25 holding.
  • DNCA Finance first reported a position in Micron Technology in Q4 2024 and has held it in 6 quarters since.
  • 2,990 funds tracked by Wall St. Rank held Micron Technology as of Q1 2026.

Based on DNCA Finance's 13F filing for Q1 2026, filed 14 May 2026.