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Panoramic Capital Partners’s Micron Technology MU Stock Holding History

Panoramic Capital Partners’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 		$528K Sell
457
-141
-24% -$106K 0.25% 29
2026
Q1 		$202K Sell
598
-112
-16% -$43.9K 0.12% 63
2025
Q4 		$203K Buy
+710
New +$163K 0.12% 62

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

Panoramic Capital Partners's MU Position: Q2 2026 in Review

Panoramic Capital Partners reduced its Micron Technology (MU) stake by 24% in Q2 2026, selling an estimated $106K and leaving 457 shares worth $528K. The position accounts for 0.25% of the portfolio, ranked #29.

Panoramic Capital Partners first reported a position in MU in Q4 2025 and has held it in 3 quarters since. 3,907 funds tracked by Wall St. Rank hold MU as of Q2 2026.

  • Panoramic Capital Partners held 457 shares of Micron Technology worth $528K as of Q2 2026.
  • Panoramic Capital Partners sold 141 Micron Technology shares in Q2 2026, an estimated $106K.
  • Micron Technology made up 0.25% of Panoramic Capital Partners's portfolio in Q2 2026, its #29 holding.
  • Panoramic Capital Partners first reported a position in Micron Technology in Q4 2025 and has held it in 3 quarters since.
  • 3,907 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on Panoramic Capital Partners's 13F filing for Q2 2026, filed 7 Aug 2026.