4Wealth Advisors’s Super Micro Computer SMCI Stock Holding History

4Wealth Advisors’s Portfolio SMCI Stock Details SMCI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-6,282	Closed	-$308K	–	141
2025 Q2	$308K	Sell	6,282 -83	-1%	-$3.2K	0.31%	103
2025 Q1	$218K	Buy	+6,365	New	+$242K	0.24%	116

Other funds holding SMCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

4Wealth Advisors's SMCI Position: Q3 2025 in Review

4Wealth Advisors sold out of Super Micro Computer (SMCI) in Q3 2025, closing a stake of 6,282 shares — an estimated $308K sold.

4Wealth Advisors first reported a position in SMCI in Q1 2025 and held it in 2 quarters. The position peaked at $308K in Q2 2025. 849 funds tracked by Wall St. Rank hold SMCI as of Q3 2025.

4Wealth Advisors reported no remaining Super Micro Computer position as of Q3 2025 after selling out during the quarter.
4Wealth Advisors sold 6,282 Super Micro Computer shares in Q3 2025, an estimated $308K.
4Wealth Advisors first reported a position in Super Micro Computer in Q1 2025 and held it in 2 quarters.
4Wealth Advisors's Super Micro Computer position peaked at $308K in Q2 2025.
849 funds tracked by Wall St. Rank held Super Micro Computer as of Q3 2025.

Based on 4Wealth Advisors's 13F filing for Q3 2025, filed 28 Oct 2025.