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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Optimize Financial's MU Position: Q1 2026 in Review

Optimize Financial reduced its Micron Technology (MU) stake by 29% in Q1 2026, selling an estimated $1.22M and leaving 7,568 shares worth $2.56M. The position accounts for 1.26% of the portfolio, ranked #27.

Optimize Financial first reported a position in MU in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.05M in Q4 2025. 2,989 funds tracked by Wall St. Rank hold MU as of Q1 2026.

  • Optimize Financial held 7,568 shares of Micron Technology worth $2.56M as of Q1 2026.
  • Optimize Financial sold 3,121 Micron Technology shares in Q1 2026, an estimated $1.22M.
  • Micron Technology made up 1.26% of Optimize Financial's portfolio in Q1 2026, its #27 holding.
  • Optimize Financial first reported a position in Micron Technology in Q3 2025 and has held it in 3 quarters since.
  • Optimize Financial's Micron Technology position peaked at $3.05M in Q4 2025.
  • 2,989 funds tracked by Wall St. Rank held Micron Technology as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.