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O'Neil Global Advisors’s Micron Technology MU Stock Holding History

O'Neil Global 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 		$2.95M Buy
+2,557
New +$1.92M 0.66% 28
2026
Q1 		– Sell
-12,369
Closed -$3.53M – 36
2025
Q4 		$3.53M Buy
12,369
+9,023
+270% +$2.07M 1.21% 15
2025
Q3 		$560K Buy
+3,346
New +$428K 0.1% 54
2021
Q2 		– Sell
-32,000
Closed -$2.82M – 115
2021
Q1 		$2.82M Buy
+32,000
New +$2.71M 2.73% 12

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

O'Neil Global Advisors's MU Position: Q2 2026 in Review

O'Neil Global Advisors opened a new position in Micron Technology (MU) in Q2 2026: 2,557 shares worth $2.95M. The stake represents 0.66% of the portfolio and ranks #28 among its holdings. This is a return to the name: O'Neil Global Advisors previously reported a position in MU as recently as Q4 2025.

O'Neil Global Advisors first reported a position in MU in Q1 2021 and has held it in 4 quarters since. The position peaked at $3.53M in Q4 2025. 3,868 funds tracked by Wall St. Rank hold MU as of Q2 2026.

  • O'Neil Global Advisors held 2,557 shares of Micron Technology worth $2.95M as of Q2 2026.
  • Micron Technology was a new O'Neil Global Advisors position in Q2 2026.
  • Micron Technology made up 0.66% of O'Neil Global Advisors's portfolio in Q2 2026, its #28 holding.
  • O'Neil Global Advisors first reported a position in Micron Technology in Q1 2021 and has held it in 4 quarters since.
  • O'Neil Global Advisors's Micron Technology position peaked at $3.53M in Q4 2025.
  • 3,868 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on O'Neil Global Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.