Groupama Asset Management’s Micron Technology MU Stock Holding History

Groupama 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	$497M	Sell	433,792 -235,704	-35%	-$177M	6.27%	2
2026 Q1	$226M	Sell	669,496 -103,676	-13%	-$40.6M	3.3%	6
2025 Q4	$221M	Sell	773,172 -556,936	-42%	-$128M	3.23%	7
2025 Q3	$223M	Sell	1,330,108 -15,580	-1%	-$1.99M	3.26%	8
2025 Q2	$168M	Buy	1,345,688 +67,412	+5%	+$6.3M	2.78%	9
2025 Q1	$113M	Buy	1,278,276 +247,880	+24%	+$23.8M	2.26%	10
2024 Q4	$87.9M	Buy	1,030,396 +151,900	+17%	+$15.5M	1.8%	11
2024 Q3	$73.1M	Buy	878,496 +88,656	+11%	+$9.27M	1.9%	8
2024 Q2	$104M	Sell	789,840 -20,319	-3%	-$2.56M	1.41%	18
2024 Q1	$99.6M	Sell	810,159 -935,739	-54%	-$84.7M	1.81%	11
2023 Q4	$74.6M	Buy	+1,745,898	New	+$130M	1.94%	11

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

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

Groupama Asset Management reduced its Micron Technology (MU) stake by 35% in Q2 2026, selling an estimated $177M and leaving 433,792 shares worth $497M. The position accounts for 6.27% of the portfolio, ranked #2.

Groupama Asset Management first reported a position in MU in Q4 2023 and has held it in 11 quarters since. 3,888 funds tracked by Wall St. Rank hold MU as of Q2 2026.

Groupama Asset Management held 433,792 shares of Micron Technology worth $497M as of Q2 2026.
Groupama Asset Management sold 235,704 Micron Technology shares in Q2 2026, an estimated $177M.
Micron Technology made up 6.27% of Groupama Asset Management's portfolio in Q2 2026, its #2 holding.
Groupama Asset Management first reported a position in Micron Technology in Q4 2023 and has held it in 11 quarters since.
3,888 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on Groupama Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.