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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 		– Sell
-45,400
Closed -$15.3M – 128
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Primecap Management
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. 3,894 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.
  • 3,894 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.