Werlinich Asset Management’s Micron Technology MU Stock Holding History

Werlinich Asset Management’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	$12.2M	Sell	10,600 -85	-0.8%	-$63.7K	4.68%	4
2026 Q1	$3.61M	Hold	10,685	–	–	1.75%	19
2025 Q4	$3.13M	Hold	10,685	–	–	1.54%	22
2025 Q3	$1.79M	Hold	10,685	–	–	0.89%	33
2025 Q2	$1.32M	Buy	10,685 +115	+1%	+$10.7K	0.72%	39
2025 Q1	$918K	Buy	+10,570	New	+$1.02M	0.58%	43

Other funds holding MU

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

TEC

Tensor Edge Capital Weston, Massachusetts $1.51B AUM

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Werlinich Asset Management's MU Position: Q2 2026 in Review

Werlinich Asset Management reduced its Micron Technology (MU) stake by 0.8% in Q2 2026, selling an estimated $63.7K and leaving 10,600 shares worth $12.2M. The position accounts for 4.68% of the portfolio, ranked #4.

Werlinich Asset Management first reported a position in MU in Q1 2025 and has held it in 6 quarters since. 808 funds tracked by Wall St. Rank hold MU as of Q2 2026.

Werlinich Asset Management held 10,600 shares of Micron Technology worth $12.2M as of Q2 2026.
Werlinich Asset Management sold 85 Micron Technology shares in Q2 2026, an estimated $63.7K.
Micron Technology made up 4.68% of Werlinich Asset Management's portfolio in Q2 2026, its #4 holding.
Werlinich Asset Management first reported a position in Micron Technology in Q1 2025 and has held it in 6 quarters since.
808 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on Werlinich Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.