EULAV Asset Management’s Micron Technology MU Stock Holding History

EULAV Asset 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	$61.8M	Sell	53,506 -9,505	-15%	-$7.13M	1.97%	11
2026 Q1	$21.3M	Buy	63,011 +10,000	+19%	+$3.92M	0.68%	53
2025 Q4	$15.1M	Buy	53,011 +3,011	+6%	+$691K	0.4%	79
2025 Q3	$8.37M	Sell	50,000 -5,000	-9%	-$640K	0.19%	110
2025 Q2	$6.78M	Buy	55,000 +17,000	+45%	+$1.59M	0.16%	120
2025 Q1	$3.3M	Sell	38,000 -52,000	-58%	-$4.99M	0.08%	148
2024 Q4	$7.57M	Buy	90,000 +40,000	+80%	+$4.07M	0.18%	117
2024 Q3	$5.19M	Buy	50,000 +18,000	+56%	+$1.88M	0.13%	130
2024 Q2	$4.21M	Sell	32,000 -5,000	-14%	-$630K	0.11%	136
2024 Q1	$4.36M	Buy	37,000 +4,000	+12%	+$362K	0.12%	134
2023 Q4	$2.82M	Sell	33,000 -2,000	-6%	-$149K	0.09%	152
2023 Q3	$2.38M	Hold	35,000	–	–	0.09%	158
2023 Q2	$2.21M	Sell	35,000 -3,000	-8%	-$193K	0.08%	167
2023 Q1	$2.29M	Sell	38,000 -4,000	-10%	-$234K	0.09%	170
2022 Q4	$2.1M	Sell	42,000 -65,015	-61%	-$3.56M	0.09%	165
2022 Q3	$5.36M	Sell	107,015 -66,006	-38%	-$3.83M	0.24%	108
2022 Q2	$9.56M	Sell	173,021 -71,979	-29%	-$4.89M	0.39%	73
2022 Q1	$19.1M	Buy	245,000 +60,000	+32%	+$5.12M	0.57%	60
2021 Q4	$17.2M	Sell	185,000 -5,109	-3%	-$399K	0.43%	74
2021 Q3	$13.5M	Buy	190,109 +20	+0%	+$1.5K	0.36%	90
2021 Q2	$16.2M	Buy	190,089 +25,004	+15%	+$2.11M	0.43%	82
2021 Q1	$14.6M	Buy	165,085 +29,987	+22%	+$2.54M	0.39%	87
2020 Q4	$10.2M	Sell	135,098 -34,902	-21%	-$2.1M	0.27%	109
2020 Q3	$7.98M	Buy	170,000 +15,000	+10%	+$726K	0.24%	112
2020 Q2	$7.99M	Buy	155,000 +70,000	+82%	+$3.3M	0.26%	106
2020 Q1	$3.58M	Buy	85,000 +5,000	+6%	+$260K	0.14%	148
2019 Q4	$4.3M	Sell	80,000 -20,000	-20%	-$955K	0.15%	154
2019 Q3	$4.29M	Sell	100,000 -15,000	-13%	-$678K	0.16%	150
2019 Q2	$4.44M	Buy	115,000 +15,000	+15%	+$572K	0.17%	147
2019 Q1	$4.22M	Sell	100,000 -5,000	-5%	-$193K	0.17%	136
2018 Q4	$3.33M	Sell	105,000 -65,000	-38%	-$2.46M	0.17%	142
2018 Q3	$7.69M	Buy	170,000 +50,000	+42%	+$2.52M	0.33%	94
2018 Q2	$6.29M	Hold	120,000	–	–	0.29%	110
2018 Q1	$6.26M	Buy	+120,000	New	+$5.74M	0.3%	113
2015 Q4	–	Sell	-285,000	Closed	-$4.27M	–	306
2015 Q3	$4.27M	Hold	285,000	–	–	0.24%	141
2015 Q2	$5.37M	Hold	285,000	–	–	0.28%	130
2015 Q1	$7.73M	Buy	285,000 +205,000	+256%	+$6.13M	0.4%	101
2014 Q4	$2.8M	Buy	+80,000	New	+$2.65M	0.15%	207

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

EULAV Asset Management's MU Position: Q2 2026 in Review

EULAV Asset Management reduced its Micron Technology (MU) stake by 15% in Q2 2026, selling an estimated $7.13M and leaving 53,506 shares worth $61.8M. The position accounts for 1.97% of the portfolio, ranked #11.

EULAV Asset Management first reported a position in MU in Q4 2014 and has held it in 38 quarters since. 3,874 funds tracked by Wall St. Rank hold MU as of Q2 2026.

EULAV Asset Management held 53,506 shares of Micron Technology worth $61.8M as of Q2 2026.
EULAV Asset Management sold 9,505 Micron Technology shares in Q2 2026, an estimated $7.13M.
Micron Technology made up 1.97% of EULAV Asset Management's portfolio in Q2 2026, its #11 holding.
EULAV Asset Management first reported a position in Micron Technology in Q4 2014 and has held it in 38 quarters since.
3,874 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on EULAV Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.