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Sivia Capital Partners’s Micron Technology MU Stock Holding History

Sivia 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 		$17.1M Buy
14,845
+1,534
+12% +$1.15M 2.08% 7
2026
Q1 		$4.5M Buy
13,311
+3,730
+39% +$1.46M 0.87% 17
2025
Q4 		$2.73M Buy
9,581
+3,219
+51% +$739K 0.55% 21
2025
Q3 		$1.06M Buy
6,362
+2,834
+80% +$363K 0.3% 54
2025
Q2 		$435K Buy
3,528
+628
+22% +$58.7K 0.15% 159
2025
Q1 		$252K Buy
+2,900
New +$279K 0.12% 197
2024
Q4 		– Sell
-2,397
Closed -$249K – 225
2024
Q3 		$249K Sell
2,397
-41
-2% -$4.29K 0.15% 149
2024
Q2 		$321K Sell
2,438
-4
-0.2% -$504 0.21% 96
2024
Q1 		$288K Buy
2,442
+4
+0.2% +$362 0.2% 115
2023
Q4 		$208K Buy
+2,438
New +$181K 0.16% 160

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

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

Sivia Capital Partners increased its Micron Technology (MU) stake by 12% in Q2 2026, buying an estimated $1.15M and bringing the position to 14,845 shares worth $17.1M. The position accounts for 2.08% of the portfolio, ranked #7.

Sivia Capital Partners first reported a position in MU in Q4 2023 and has held it in 10 quarters since. 3,874 funds tracked by Wall St. Rank hold MU as of Q2 2026.

  • Sivia Capital Partners held 14,845 shares of Micron Technology worth $17.1M as of Q2 2026.
  • Sivia Capital Partners bought 1,534 Micron Technology shares in Q2 2026, an estimated $1.15M.
  • Micron Technology made up 2.08% of Sivia Capital Partners's portfolio in Q2 2026, its #7 holding.
  • Sivia Capital Partners first reported a position in Micron Technology in Q4 2023 and has held it in 10 quarters since.
  • 3,874 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on Sivia Capital Partners's 13F filing for Q2 2026, filed 23 Jul 2026.