NS Partners’s Micron Technology MU Stock Holding History

NS Partners’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	$50.4M	Buy	43,692 +14,518	+50%	+$10.9M	2.16%	12
2026 Q1	$9.86M	Buy	+29,174	New	+$11.4M	0.44%	55

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

NS Partners's MU Position: Q2 2026 in Review

NS Partners increased its Micron Technology (MU) stake by 50% in Q2 2026, buying an estimated $10.9M and bringing the position to 43,692 shares worth $50.4M. The position accounts for 2.16% of the portfolio, ranked #12.

NS Partners first reported a position in MU in Q1 2026 and has held it in 2 quarters since. 3,874 funds tracked by Wall St. Rank hold MU as of Q2 2026.

NS Partners held 43,692 shares of Micron Technology worth $50.4M as of Q2 2026.
NS Partners bought 14,518 Micron Technology shares in Q2 2026, an estimated $10.9M.
Micron Technology made up 2.16% of NS Partners's portfolio in Q2 2026, its #12 holding.
NS Partners first reported a position in Micron Technology in Q1 2026 and has held it in 2 quarters since.
3,874 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on NS Partners's 13F filing for Q2 2026, filed 13 Aug 2026.