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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 		$382M Sell
331,200
-352,000
-52% -$264M 18.18% 1
2026
Q1 		$231M Sell
683,200
-97,800
-13% -$38.3M 19.56% 2
2025
Q4 		$161M Sell
781,000
-53,900
-6% -$12.4M 19.09% 1
2025
Q3 		$75.2M Buy
834,900
+198,600
+31% +$25.4M 10.64% 3
2025
Q2 		$32.5M Buy
636,300
+252,500
+66% +$23.6M 5.32% 3
2025
Q1 		$4.05M Buy
383,800
+160,200
+72% +$15.4M 0.84% 24
2024
Q4 		$1.5M Buy
+223,600
New +$22.7M 0.22% 41

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. 3,894 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.
  • 3,894 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.