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Optimize Financial’s Micron Technology MU Stock Holding History

Optimize Financial’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 		$8.71M Sell
7,542
-26
-0.3% -$19.5K 3.13% 3
2026
Q1 		$2.56M Sell
7,568
-3,121
-29% -$1.22M 1.26% 27
2025
Q4 		$3.05M Buy
10,689
+152
+1% +$34.9K 1.54% 4
2025
Q3 		$1.76M Buy
+10,537
New +$1.35M 0.92% 4

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

Optimize Financial's MU Position: Q2 2026 in Review

Optimize Financial reduced its Micron Technology (MU) stake by 0.34% in Q2 2026, selling an estimated $19.5K and leaving 7,542 shares worth $8.71M. The position accounts for 3.13% of the portfolio, ranked #3.

Optimize Financial first reported a position in MU in Q3 2025 and has held it in 4 quarters since. 3,894 funds tracked by Wall St. Rank hold MU as of Q2 2026.

  • Optimize Financial held 7,542 shares of Micron Technology worth $8.71M as of Q2 2026.
  • Optimize Financial sold 26 Micron Technology shares in Q2 2026, an estimated $19.5K.
  • Micron Technology made up 3.13% of Optimize Financial's portfolio in Q2 2026, its #3 holding.
  • Optimize Financial first reported a position in Micron Technology in Q3 2025 and has held it in 4 quarters since.
  • 3,894 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.