Valliance Asset Management’s Micron Technology MU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$189M Buy
163,980
+151,280
+1,191% +$113M 21.9% 2
2026
Q1
$4.29M Sell
12,700
-37,300
-75% -$14.6M 3.52% 6
2025
Q4
$14.3M Buy
+50,000
New +$11.5M 5.94% 4
2025
Q2
Sell
-5,000
Closed -$434K 18
2025
Q1
$434K Buy
5,000
+1,708
+52% +$164K 0.98% 18
2024
Q4
$277K Buy
+3,292
New +$335K 0.5% 16
2024
Q3
Sell
-39,000
Closed -$5.13M 13
2024
Q2
$5.13M Buy
+39,000
New +$4.91M 7.78% 3

Other funds holding MU

Valliance Asset Management's MU Position: Q2 2026 in Review

Valliance Asset Management increased its Micron Technology (MU) stake by 1,191% in Q2 2026, buying an estimated $113M and bringing the position to 163,980 shares worth $189M. The position accounts for 21.9% of the portfolio, ranked #2.

Valliance Asset Management first reported a position in MU in Q2 2024 and has held it in 6 quarters since. 3,894 funds tracked by Wall St. Rank hold MU as of Q2 2026.

  • Valliance Asset Management held 163,980 shares of Micron Technology worth $189M as of Q2 2026.
  • Valliance Asset Management bought 151,280 Micron Technology shares in Q2 2026, an estimated $113M.
  • Micron Technology made up 21.9% of Valliance Asset Management's portfolio in Q2 2026, its #2 holding.
  • Valliance Asset Management first reported a position in Micron Technology in Q2 2024 and has held it in 6 quarters since.
  • 3,894 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on Valliance Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.