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Positano Wealth Management’s Micron Technology MU Stock Holding History

Positano Wealth 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 		$26.7M Buy
23,114
+381
+2% +$286K 14.44% 2
2026
Q1 		$7.68M Buy
22,733
+8,041
+55% +$3.15M 5.68% 8
2025
Q4 		$4.19M Buy
+14,692
New +$3.37M 3.28% 10

Other funds holding MU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Positano Wealth Management's MU Position: Q2 2026 in Review

Positano Wealth Management increased its Micron Technology (MU) stake by 1.7% in Q2 2026, buying an estimated $286K and bringing the position to 23,114 shares worth $26.7M. The position accounts for 14.44% of the portfolio, ranked #2.

Positano Wealth Management first reported a position in MU in Q4 2025 and has held it in 3 quarters since. 3,011 funds tracked by Wall St. Rank hold MU as of Q2 2026.

  • Positano Wealth Management held 23,114 shares of Micron Technology worth $26.7M as of Q2 2026.
  • Positano Wealth Management bought 381 Micron Technology shares in Q2 2026, an estimated $286K.
  • Micron Technology made up 14.44% of Positano Wealth Management's portfolio in Q2 2026, its #2 holding.
  • Positano Wealth Management first reported a position in Micron Technology in Q4 2025 and has held it in 3 quarters since.
  • 3,011 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on Positano Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.