Ag2R la Mondiale Gestion D'Actifs 13F: Adds $4.4M to MU Stake

Key Points

  • Ag2R la Mondiale Gestion D'Actifs boosted its holdings in Micron Technology by 4,092 shares, a change of 8.3%, bringing its total to 53,547 shares.
  • As of October 26, 2026, Micron's stock closed at $903.70, about equal to its recent trading price, but below its 50-day moving average by 8%.
  • The fund's position in Micron represents 3.76% of its total reported value of $1.52 billion, ranking 6th among its holdings.

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On October 26, 2026, Ag2R la Mondiale Gestion D'Actifs increased its stake in Micron Technology, Inc. (MU) by 4,092 shares, bringing its total to 53,547 shares valued at approximately $57 million. This information comes from the fund's latest Form 13F filing with the SEC.

Ag2R la Mondiale Gestion D'Actifs added to its position, increasing its holdings by 8.3%. The fund now holds 53,547 shares of Micron, valued at $57,033,445. This position represents 3.76% of the fund's total reported value of $1.52 billion, ranking it 6th among the fund's holdings.

MU Micron Technology, Inc.
$903.70 +186.72% year to date
Daily close · Oct 26, 2026

Other Institutional Activity in Micron Technology

Gf Fund Management reduced its holdings by 122,491 shares, ending with 325,584 shares worth about $346.8 million. Signaturefd grew its stake by 1,117 shares to 30,506 shares valued at $32.5 million. UniSuper Management increased its position by 20,754 shares, bringing its total to 323,108 shares valued at approximately $344.1 million.

Micron Technology, Inc. Stock Up 3.0%

Micron's stock closed at $903.70 on October 26, 2026, which is about equal to its recent trading price. However, the shares are currently below their 50-day moving average by 8% and 28% below their 52-week high of $1,255.00.

Recent Earnings

Micron reported trailing twelve-month revenue of $133.2 billion with a net margin of 63.8%. The company is scheduled to announce its next earnings on December 23, 2026.

Insider Buying and Selling at Micron Technology, Inc.

Since July 2026, several insiders have sold shares: CEO Sanjay Mehrotra sold 31,285 shares on July 24, and 40,000 shares on August 21, while Officer Sumit Sadana sold 15,000 shares on August 18. President Scott J. Deboer sold 28,544 shares on October 16.

Analysts Set New Price Targets

On October 1, 2026, Mizuho maintained its rating of "Outperform" with a price target of $1,400. DA Davidson also maintained its "Buy" rating, raising its target from $2,100 to $3,000 on October 7, 2026.

About Micron Technology

Micron Technology, Inc. provides semiconductor memory and storage products worldwide. Its operations span various segments, including cloud and mobile memory solutions. This boost from Ag2R la Mondiale Gestion D'Actifs comes as Micron's stock trades below its recent highs, highlighting potential investor interest amidst market fluctuations.

Bottom Line

Investors will be watching for Micron's earnings report on December 23, 2026, and any further institutional activity following this recent stake increase by Ag2R la Mondiale Gestion D'Actifs.

Source: Ag2R la Mondiale Gestion D'Actifs's 13F filing on $MU (Oct 26, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts

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