Menlo Advisors’s Micron Technology MU Stock Holding History

Menlo Advisors’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	$577K	Sell	500 -670	-57%	-$502K	0.25%	24
2026 Q1	$333K	Hold	1,170	–	–	0.15%	26
2025 Q4	$333K	Buy	+1,170	New	+$268K	0.15%	26

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

Menlo Advisors's MU Position: Q2 2026 in Review

Menlo Advisors reduced its Micron Technology (MU) stake by 57% in Q2 2026, selling an estimated $502K and leaving 500 shares worth $577K. The position accounts for 0.25% of the portfolio, ranked #24.

Menlo Advisors first reported a position in MU in Q4 2025 and has held it in 3 quarters since. 3,906 funds tracked by Wall St. Rank hold MU as of Q2 2026.

Menlo Advisors held 500 shares of Micron Technology worth $577K as of Q2 2026.
Menlo Advisors sold 670 Micron Technology shares in Q2 2026, an estimated $502K.
Micron Technology made up 0.25% of Menlo Advisors's portfolio in Q2 2026, its #24 holding.
Menlo Advisors first reported a position in Micron Technology in Q4 2025 and has held it in 3 quarters since.
3,906 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on Menlo Advisors's 13F filing for Q2 2026, filed 10 Sep 2026.