Value Aligned Research Advisors’s Micron Technology MU Stock Holding History

Value Aligned Research Advisors’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	$846M	Buy	733,007 +514,199	+235%	+$386M	2.11%	12
2026 Q1	$73.9M	Hold	218,808	–	–	0.36%	46
2025 Q4	$62.4M	Sell	218,808 -1,264,934	-85%	-$290M	0.63%	39
2025 Q3	$248M	Sell	1,483,742 -403,936	-21%	-$51.7M	3.03%	15
2025 Q2	$233M	Buy	1,887,678 +382,618	+25%	+$35.7M	4.91%	6
2025 Q1	$131M	Buy	1,505,060 +1,207,636	+406%	+$116M	9.53%	3
2024 Q4	$25M	Buy	+297,424	New	+$30.3M	6.84%	7
2024 Q3	–	Sell	-129,558	Closed	-$17M	–	30
2024 Q2	$17M	Buy	129,558 +1,057	+0.8%	+$133K	3.73%	10
2024 Q1	$15.1M	Hold	128,501	–	–	2.99%	12
2023 Q4	$11M	Sell	128,501 -23,102	-15%	-$1.72M	2.77%	11
2023 Q3	$10.3M	Sell	151,603 -347,667	-70%	-$23.3M	3.25%	11
2023 Q2	$31.5M	Buy	499,270 +292,128	+141%	+$18.8M	9.85%	4
2023 Q1	$12.5M	Sell	207,142 -25,421	-11%	-$1.49M	4.43%	9
2022 Q4	$11.6M	Buy	+232,563	New	+$12.7M	5.27%	8

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

Value Aligned Research Advisors's MU Position: Q2 2026 in Review

Value Aligned Research Advisors increased its Micron Technology (MU) stake by 235% in Q2 2026, buying an estimated $386M and bringing the position to 733,007 shares worth $846M. The position accounts for 2.11% of the portfolio, ranked #12.

Value Aligned Research Advisors first reported a position in MU in Q4 2022 and has held it in 14 quarters since. 3,868 funds tracked by Wall St. Rank hold MU as of Q2 2026.

Value Aligned Research Advisors held 733,007 shares of Micron Technology worth $846M as of Q2 2026.
Value Aligned Research Advisors bought 514,199 Micron Technology shares in Q2 2026, an estimated $386M.
Micron Technology made up 2.11% of Value Aligned Research Advisors's portfolio in Q2 2026, its #12 holding.
Value Aligned Research Advisors first reported a position in Micron Technology in Q4 2022 and has held it in 14 quarters since.
3,868 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on Value Aligned Research Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.