VARA
MU icon

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
Q1 		$15.3M Hold
45,400
– – 0.07% 76
2025
Q4 		$13M Hold
45,400
– – 0.13% 64
2025
Q3 		$7.6M Hold
45,400
– – 0.09% 64
2025
Q2 		$5.6M Buy
+45,400
New +$4.24M 0.12% 56

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

Value Aligned Research Advisors's MU Position: Q1 2026 in Review

Value Aligned Research Advisors held its Micron Technology (MU) position steady in Q1 2026 at 218,808 shares worth $73.9M. The position accounts for 0.36% of the portfolio, ranked #46.

Value Aligned Research Advisors first reported a position in MU in Q4 2022 and has held it in 13 quarters since. The position peaked at $248M in Q3 2025. 2,989 funds tracked by Wall St. Rank hold MU as of Q1 2026.

  • Value Aligned Research Advisors held 218,808 shares of Micron Technology worth $73.9M as of Q1 2026.
  • Value Aligned Research Advisors left its Micron Technology share count unchanged in Q1 2026.
  • Micron Technology made up 0.36% of Value Aligned Research Advisors's portfolio in Q1 2026, its #46 holding.
  • Value Aligned Research Advisors first reported a position in Micron Technology in Q4 2022 and has held it in 13 quarters since.
  • Value Aligned Research Advisors's Micron Technology position peaked at $248M in Q3 2025.
  • 2,989 funds tracked by Wall St. Rank held Micron Technology as of Q1 2026.

Based on Value Aligned Research Advisors's 13F filing for Q1 2026, filed 18 May 2026.