GKV Capital Management’s Micron Technology MU Stock Holding History

GKV 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	$5.01M	Buy	4,341 +487	+13%	+$365K	1.62%	21
2026 Q1	$1.3M	Buy	3,854 +2,102	+120%	+$823K	0.49%	50
2025 Q4	$500K	Buy	+1,752	New	+$402K	0.19%	72
2025 Q2	–	Sell	-1,800	Closed	-$156K	–	144
2025 Q1	$156K	Hold	1,800	–	–	0.08%	85
2024 Q4	$151K	Buy	+1,800	New	+$183K	0.06%	96

Other funds holding MU

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

GKV Capital Management increased its Micron Technology (MU) stake by 13% in Q2 2026, buying an estimated $365K and bringing the position to 4,341 shares worth $5.01M. The position accounts for 1.62% of the portfolio, ranked #21.

GKV Capital Management first reported a position in MU in Q4 2024 and has held it in 5 quarters since. 1,834 funds tracked by Wall St. Rank hold MU as of Q2 2026.

GKV Capital Management held 4,341 shares of Micron Technology worth $5.01M as of Q2 2026.
GKV Capital Management bought 487 Micron Technology shares in Q2 2026, an estimated $365K.
Micron Technology made up 1.62% of GKV Capital Management's portfolio in Q2 2026, its #21 holding.
GKV Capital Management first reported a position in Micron Technology in Q4 2024 and has held it in 5 quarters since.
1,834 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on GKV Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.