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Oak Grove Capital’s Micron Technology MU Stock Holding History

Oak Grove Capital’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 		$306M Buy
264,856
+42,316
+19% +$31.7M 14.54% 2
2026
Q1 		$75.2M Buy
222,540
+4,259
+2% +$1.67M 6.37% 4
2025
Q4 		$62.3M Sell
218,281
-15,449
-7% -$3.54M 7.38% 4
2025
Q3 		$39.1M Buy
233,730
+9,080
+4% +$1.16M 5.54% 4
2025
Q2 		$27.7M Sell
224,650
-61,470
-21% -$5.74M 4.54% 5
2025
Q1 		$24.9M Sell
286,120
-57,755
-17% -$5.55M 5.18% 5
2024
Q4 		$28.9M Buy
343,875
+151,525
+79% +$15.4M 4.32% 6
2024
Q3 		$19.9M Buy
192,350
+127,265
+196% +$13.3M 3.27% 9
2024
Q2 		$8.56M Buy
65,085
+2,310
+4% +$291K 1.56% 14
2024
Q1 		$7.4M Buy
+62,775
New +$5.68M 1.49% 16
2019
Q3 		– Sell
-51,610
Closed -$1.99M – 80
2019
Q2 		$1.99M Buy
51,610
+5,150
+11% +$196K 1.07% 24
2019
Q1 		$1.92M Sell
46,460
-2,500
-5% -$96.6K 1.21% 24
2018
Q4 		$1.55M Buy
48,960
+4,150
+9% +$157K 1.39% 18
2018
Q3 		$2.03M Buy
44,810
+27,860
+164% +$1.41M 1.75% 16
2018
Q2 		$889K Sell
16,950
-2,000
-11% -$108K 0.9% 25
2018
Q1 		$988K Buy
+18,950
New +$907K 1.09% 21

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

Oak Grove Capital's MU Position: Q2 2026 in Review

Oak Grove Capital increased its Micron Technology (MU) stake by 19% in Q2 2026, buying an estimated $31.7M and bringing the position to 264,856 shares worth $306M. The position accounts for 14.54% of the portfolio, ranked #2.

Oak Grove Capital first reported a position in MU in Q1 2018 and has held it in 16 quarters since. 3,893 funds tracked by Wall St. Rank hold MU as of Q2 2026.

  • Oak Grove Capital held 264,856 shares of Micron Technology worth $306M as of Q2 2026.
  • Oak Grove Capital bought 42,316 Micron Technology shares in Q2 2026, an estimated $31.7M.
  • Micron Technology made up 14.54% of Oak Grove Capital's portfolio in Q2 2026, its #2 holding.
  • Oak Grove Capital first reported a position in Micron Technology in Q1 2018 and has held it in 16 quarters since.
  • 3,893 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on Oak Grove Capital's 13F filing for Q2 2026, filed 13 Aug 2026.