OP Asset Management’s Micron Technology MU Stock Holding History

OP Asset Management’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	$179M	Sell	155,327 -74,401	-32%	-$55.8M	1.91%	10
2026 Q1	$77.6M	Buy	229,728 +101,336	+79%	+$39.7M	0.78%	22
2025 Q4	$36.6M	Sell	128,392 -2,100	-2%	-$482K	0.44%	34
2025 Q3	$21.8M	Buy	130,492 +5,119	+4%	+$655K	0.28%	57
2025 Q2	$15.5M	Buy	125,373 +2,226	+2%	+$208K	0.22%	80
2025 Q1	$10.7M	Buy	+123,147	New	+$11.8M	0.18%	102

Other funds holding MU

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FRIHG

Fund Resources Investment Holding Group Hong Kong $817M AUM

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

OP Asset Management's MU Position: Q2 2026 in Review

OP Asset Management reduced its Micron Technology (MU) stake by 32% in Q2 2026, selling an estimated $55.8M and leaving 155,327 shares worth $179M. The position accounts for 1.91% of the portfolio, ranked #10.

OP Asset Management first reported a position in MU in Q1 2025 and has held it in 6 quarters since. 1,481 funds tracked by Wall St. Rank hold MU as of Q2 2026.

OP Asset Management held 155,327 shares of Micron Technology worth $179M as of Q2 2026.
OP Asset Management sold 74,401 Micron Technology shares in Q2 2026, an estimated $55.8M.
Micron Technology made up 1.91% of OP Asset Management's portfolio in Q2 2026, its #10 holding.
OP Asset Management first reported a position in Micron Technology in Q1 2025 and has held it in 6 quarters since.
1,481 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on OP Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.