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Sustainable Insight Capital Management’s Micron Technology MU Stock Holding History

Sustainable Insight Capital 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
Q1 		$867K Buy
2,565
+1,600
+166% +$627K 0.29% 54
2025
Q4 		$275K Buy
+965
New +$221K 0.09% 65
2025
Q1 		– Sell
-4,214
Closed -$355K – 76
2024
Q4 		$355K Buy
4,214
+2,014
+92% +$205K 0.16% 58
2024
Q3 		$228K Buy
+2,200
New +$230K 0.1% 71
2024
Q2 		– Sell
-2,200
Closed -$259K – 86
2024
Q1 		$259K Buy
+2,200
New +$199K 0.19% 55

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

Sustainable Insight Capital Management's MU Position: Q1 2026 in Review

Sustainable Insight Capital Management increased its Micron Technology (MU) stake by 166% in Q1 2026, buying an estimated $627K and bringing the position to 2,565 shares worth $867K. The position accounts for 0.29% of the portfolio, ranked #54.

Sustainable Insight Capital Management first reported a position in MU in Q1 2024 and has held it in 5 quarters since. 2,992 funds tracked by Wall St. Rank hold MU as of Q1 2026.

  • Sustainable Insight Capital Management held 2,565 shares of Micron Technology worth $867K as of Q1 2026.
  • Sustainable Insight Capital Management bought 1,600 Micron Technology shares in Q1 2026, an estimated $627K.
  • Micron Technology made up 0.29% of Sustainable Insight Capital Management's portfolio in Q1 2026, its #54 holding.
  • Sustainable Insight Capital Management first reported a position in Micron Technology in Q1 2024 and has held it in 5 quarters since.
  • 2,992 funds tracked by Wall St. Rank held Micron Technology as of Q1 2026.

Based on Sustainable Insight Capital Management's 13F filing for Q1 2026, filed 14 May 2026.