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Marathon Asset Management (UK)’s Micron Technology MU Stock Holding History

Marathon Asset Management (UK)’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
53,547
-81,269
-60% -$60.9M 2.51% 11
2026
Q1 		$45.6M Sell
134,816
-48,825
-27% -$19.1M 1.75% 22
2025
Q4 		$52.4M Sell
183,641
-88,965
-33% -$20.4M 2.02% 16
2025
Q3 		$45.6M Sell
272,606
-153,945
-36% -$19.7M 1.68% 26
2025
Q2 		$52.6M Sell
426,551
-49,914
-10% -$4.66M 1.69% 23
2025
Q1 		$41.5M Sell
476,465
-53,545
-10% -$5.14M 1.27% 28
2024
Q4 		$44.7M Sell
530,010
-34,674
-6% -$3.53M 1.25% 27
2024
Q3 		$58.6M Buy
564,684
+115,695
+26% +$12.1M 1.62% 16
2024
Q2 		$59.1M Sell
448,989
-29,089
-6% -$3.67M 1.85% 16
2024
Q1 		$56.4M Sell
478,078
-31,568
-6% -$2.86M 1.51% 21
2023
Q4 		$43.5M Sell
509,646
-16,874
-3% -$1.25M 1.22% 32
2023
Q3 		$35.8M Sell
526,520
-26,417
-5% -$1.77M 1.11% 37
2023
Q2 		$34.9M Sell
552,937
-61,879
-10% -$3.98M 0.98% 39
2023
Q1 		$37.1M Sell
614,816
-93,070
-13% -$5.45M 1.04% 34
2022
Q4 		$35.5M Sell
707,886
-17,864
-2% -$978K 0.96% 45
2022
Q3 		$36.4M Sell
725,750
-619,789
-46% -$35.9M 1.08% 35
2022
Q2 		$74.4M Sell
1,345,539
-4,578
-0.3% -$311K 1.24% 34
2022
Q1 		$105M Sell
1,350,117
-111,085
-8% -$9.47M 1.43% 24
2021
Q4 		$136M Buy
+1,461,202
New +$114M 1.69% 18

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

Marathon Asset Management (UK)'s MU Position: Q2 2026 in Review

Marathon Asset Management (UK) reduced its Micron Technology (MU) stake by 60% in Q2 2026, selling an estimated $60.9M and leaving 53,547 shares worth $61.8M. The position accounts for 2.51% of the portfolio, ranked #11.

Marathon Asset Management (UK) first reported a position in MU in Q4 2021 and has held it in 19 quarters since. The position peaked at $136M in Q4 2021. 3,905 funds tracked by Wall St. Rank hold MU as of Q2 2026.

  • Marathon Asset Management (UK) held 53,547 shares of Micron Technology worth $61.8M as of Q2 2026.
  • Marathon Asset Management (UK) sold 81,269 Micron Technology shares in Q2 2026, an estimated $60.9M.
  • Micron Technology made up 2.51% of Marathon Asset Management (UK)'s portfolio in Q2 2026, its #11 holding.
  • Marathon Asset Management (UK) first reported a position in Micron Technology in Q4 2021 and has held it in 19 quarters since.
  • Marathon Asset Management (UK)'s Micron Technology position peaked at $136M in Q4 2021.
  • 3,905 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on Marathon Asset Management (UK)'s 13F filing for Q2 2026, filed 14 Aug 2026.