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Waverly Advisors’s Micron Technology MU Stock Holding History

Waverly 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 		$40.7M Sell
120,415
-10,780
-8% -$4.22M 0.3% 72
2025
Q4 		$37.4M Buy
131,195
+67,666
+107% +$15.5M 0.3% 71
2025
Q3 		$10.6M Buy
63,529
+3,924
+7% +$502K 0.11% 193
2025
Q2 		$7.35M Buy
59,605
+1,534
+3% +$143K 0.08% 237
2025
Q1 		$5.05M Sell
58,071
-4
-0% -$384 0.06% 297
2024
Q4 		$4.89M Buy
58,075
+37,285
+179% +$3.79M 0.08% 220
2024
Q3 		$2.16M Buy
20,790
+2,078
+11% +$217K 0.04% 321
2024
Q2 		$2.46M Buy
18,712
+3,635
+24% +$458K 0.05% 278
2024
Q1 		$1.78M Buy
15,077
+3,689
+32% +$334K 0.04% 273
2023
Q4 		$972K Buy
11,388
+5,911
+108% +$439K 0.04% 224
2023
Q3 		$373K Buy
5,477
+20
+0.4% +$1.34K 0.02% 294
2023
Q2 		$344K Buy
+5,457
New +$351K 0.02% 282

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

Waverly Advisors's MU Position: Q1 2026 in Review

Waverly Advisors reduced its Micron Technology (MU) stake by 8.2% in Q1 2026, selling an estimated $4.22M and leaving 120,415 shares worth $40.7M. The position accounts for 0.3% of the portfolio, ranked #72.

Waverly Advisors first reported a position in MU in Q2 2023 and has held it in 12 quarters since. 2,989 funds tracked by Wall St. Rank hold MU as of Q1 2026.

  • Waverly Advisors held 120,415 shares of Micron Technology worth $40.7M as of Q1 2026.
  • Waverly Advisors sold 10,780 Micron Technology shares in Q1 2026, an estimated $4.22M.
  • Micron Technology made up 0.3% of Waverly Advisors's portfolio in Q1 2026, its #72 holding.
  • Waverly Advisors first reported a position in Micron Technology in Q2 2023 and has held it in 12 quarters since.
  • 2,989 funds tracked by Wall St. Rank held Micron Technology as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.