Hel Ved Capital Management’s Micron Technology MU Stock Holding History

Hel Ved 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	$10.9M	Buy	+9,480	New	+$7.11M	0.81%	28
2026 Q1	–	Sell	-14,714	Closed	-$4.2M	–	68
2025 Q4	$4.2M	Buy	+14,714	New	+$3.38M	1.13%	28
2025 Q2	–	Sell	-150,700	Closed	-$13.1M	–	91
2025 Q1	$13.1M	Buy	+150,700	New	+$14.5M	4.73%	5
2024 Q3	–	Sell	-18,400	Closed	-$2.42M	–	64
2024 Q2	$2.42M	Buy	+18,400	New	+$2.32M	0.66%	36
2023 Q4	–	Sell	-19,380	Closed	-$1.32M	–	62
2023 Q3	$1.32M	Sell	19,380 -25,056	-56%	-$1.68M	0.44%	26
2023 Q2	$2.8M	Buy	+44,436	New	+$2.86M	1.03%	14

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

Hel Ved Capital Management's MU Position: Q2 2026 in Review

Hel Ved Capital Management opened a new position in Micron Technology (MU) in Q2 2026: 9,480 shares worth $10.9M. The stake represents 0.81% of the portfolio and ranks #28 among its holdings. This is a return to the name: Hel Ved Capital Management previously reported a position in MU as recently as Q4 2025.

Hel Ved Capital Management first reported a position in MU in Q2 2023 and has held it in 6 quarters since. The position peaked at $13.1M in Q1 2025. 3,868 funds tracked by Wall St. Rank hold MU as of Q2 2026.

Hel Ved Capital Management held 9,480 shares of Micron Technology worth $10.9M as of Q2 2026.
Micron Technology was a new Hel Ved Capital Management position in Q2 2026.
Micron Technology made up 0.81% of Hel Ved Capital Management's portfolio in Q2 2026, its #28 holding.
Hel Ved Capital Management first reported a position in Micron Technology in Q2 2023 and has held it in 6 quarters since.
Hel Ved Capital Management's Micron Technology position peaked at $13.1M in Q1 2025.
3,868 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on Hel Ved Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.