SPX Gestao de Recursos’s Micron Technology MU Stock Holding History

SPX Gestao de Recursos’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	$19.7M	Buy	17,083 +16,868	+7,846%	+$12.6M	2.2%	19
2026 Q1	$72.6K	Sell	215 -89,785	-100%	-$35.2M	0.01%	69
2025 Q4	$25.7M	Buy	90,000 +70,000	+350%	+$16.1M	2.62%	14
2025 Q3	$3.35M	Hold	20,000	–	–	0.28%	47
2025 Q2	$2.46M	Sell	20,000 -133,672	-87%	-$12.5M	0.23%	60
2025 Q1	$13.4M	Buy	153,672 +93,672	+156%	+$9M	1.72%	19
2024 Q4	$5.05M	Buy	+60,000	New	+$6.1M	0.76%	35
2024 Q3	–	Sell	-31,000	Closed	-$4.08M	–	86
2024 Q2	$4.08M	Buy	+31,000	New	+$3.91M	0.61%	31
2022 Q4	–	Sell	-413,000	Closed	-$20.7M	–	96
2022 Q3	$20.7M	Buy	+413,000	New	+$24M	1.91%	9
2020 Q4	–	Sell	-301,466	Closed	-$14.2M	–	135
2020 Q3	$14.2M	Buy	+301,466	New	+$14.6M	1.55%	21

Other funds holding MU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

SPX Gestao de Recursos's MU Position: Q2 2026 in Review

SPX Gestao de Recursos increased its Micron Technology (MU) stake by 7,846% in Q2 2026, buying an estimated $12.6M and bringing the position to 17,083 shares worth $19.7M. The position accounts for 2.2% of the portfolio, ranked #19.

SPX Gestao de Recursos first reported a position in MU in Q3 2020 and has held it in 10 quarters since. The position peaked at $25.7M in Q4 2025. 3,898 funds tracked by Wall St. Rank hold MU as of Q2 2026.

SPX Gestao de Recursos held 17,083 shares of Micron Technology worth $19.7M as of Q2 2026.
SPX Gestao de Recursos bought 16,868 Micron Technology shares in Q2 2026, an estimated $12.6M.
Micron Technology made up 2.2% of SPX Gestao de Recursos's portfolio in Q2 2026, its #19 holding.
SPX Gestao de Recursos first reported a position in Micron Technology in Q3 2020 and has held it in 10 quarters since.
SPX Gestao de Recursos's Micron Technology position peaked at $25.7M in Q4 2025.
3,898 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on SPX Gestao de Recursos's 13F filing for Q2 2026, filed 6 Aug 2026.