VarCov Co’s Micron Technology MU Stock Holding History

VarCov Co’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	$264K	Buy	+229	New	+$172K	0.1%	301
2026 Q1	–	Sell	-873	Closed	-$249K	–	540
2025 Q4	$249K	Buy	+873	New	+$200K	0.1%	362

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

VarCov Co's MU Position: Q2 2026 in Review

VarCov Co opened a new position in Micron Technology (MU) in Q2 2026: 229 shares worth $264K. The stake represents 0.1% of the portfolio and ranks #301 among its holdings. This is a return to the name: VarCov Co previously reported a position in MU as recently as Q4 2025.

VarCov Co first reported a position in MU in Q4 2025 and has held it in 2 quarters since. 3,874 funds tracked by Wall St. Rank hold MU as of Q2 2026.

VarCov Co held 229 shares of Micron Technology worth $264K as of Q2 2026.
Micron Technology was a new VarCov Co position in Q2 2026.
Micron Technology made up 0.1% of VarCov Co's portfolio in Q2 2026, its #301 holding.
VarCov Co first reported a position in Micron Technology in Q4 2025 and has held it in 2 quarters since.
3,874 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on VarCov Co's 13F filing for Q2 2026, filed 14 Aug 2026.