KC
MU icon

Kepler Cheuvreux’s Micron Technology MU Stock Holding History

Kepler Cheuvreux’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 		$54M Buy
46,791
+8,416
+22% +$6.31M 3.09% 4
2026
Q1 		$13M Sell
38,375
-18,385
-32% -$7.2M 0.86% 41
2025
Q4 		$16.2M Buy
+56,760
New +$13M 0.91% 36

Other funds holding MU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Kepler Cheuvreux's MU Position: Q2 2026 in Review

Kepler Cheuvreux increased its Micron Technology (MU) stake by 22% in Q2 2026, buying an estimated $6.31M and bringing the position to 46,791 shares worth $54M. The position accounts for 3.09% of the portfolio, ranked #4.

Kepler Cheuvreux first reported a position in MU in Q4 2025 and has held it in 3 quarters since. 3,874 funds tracked by Wall St. Rank hold MU as of Q2 2026.

  • Kepler Cheuvreux held 46,791 shares of Micron Technology worth $54M as of Q2 2026.
  • Kepler Cheuvreux bought 8,416 Micron Technology shares in Q2 2026, an estimated $6.31M.
  • Micron Technology made up 3.09% of Kepler Cheuvreux's portfolio in Q2 2026, its #4 holding.
  • Kepler Cheuvreux first reported a position in Micron Technology in Q4 2025 and has held it in 3 quarters since.
  • 3,874 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on Kepler Cheuvreux's 13F filing for Q2 2026, filed 15 Jul 2026.