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AE Wealth Management’s Super Micro Computer SMCI Stock Holding History

AE Wealth Management’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
2026
Q2 		$485K Sell
16,527
-3,488
-17% -$111K ﹤0.01% 1232
2026
Q1 		$456K Buy
20,015
+3,367
+20% +$101K ﹤0.01% 1156
2025
Q4 		$487K Buy
16,648
+2,157
+15% +$88.8K ﹤0.01% 1064
2025
Q3 		$695K Buy
14,491
+6,542
+82% +$312K ﹤0.01% 854
2025
Q2 		$390K Sell
7,949
-734
-8% -$28.3K ﹤0.01% 1015
2025
Q1 		$297K Buy
+8,683
New +$329K ﹤0.01% 1087
2024
Q3 		– Sell
-9,800
Closed -$803K – 1319
2024
Q2 		$803K Buy
9,800
+3,180
+48% +$272K 0.01% 762
2024
Q1 		$669K Sell
6,620
-154,770
-96% -$11.3M 0.01% 753
2023
Q4 		$7.65M Buy
161,390
+46,760
+41% +$1.3M 0.04% 466
2023
Q3 		$3.14M Buy
114,630
+50,140
+78% +$1.4M 0.02% 690
2023
Q2 		$1.61M Buy
64,490
+13,350
+26% +$224K 0.01% 908
2023
Q1 		$545K Buy
51,140
+4,850
+10% +$43.8K ﹤0.01% 1312
2022
Q4 		$380K Buy
+46,290
New +$352K ﹤0.01% 1405

Other funds holding SMCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

AE Wealth Management's SMCI Position: Q2 2026 in Review

AE Wealth Management reduced its Super Micro Computer (SMCI) stake by 17% in Q2 2026, selling an estimated $111K and leaving 16,527 shares worth $485K. The position accounts for ﹤0.01% of the portfolio, ranked #1232.

AE Wealth Management first reported a position in SMCI in Q4 2022 and has held it in 13 quarters since. The position peaked at $7.65M in Q4 2023. 772 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

  • AE Wealth Management held 16,527 shares of Super Micro Computer worth $485K as of Q2 2026.
  • AE Wealth Management sold 3,488 Super Micro Computer shares in Q2 2026, an estimated $111K.
  • Super Micro Computer made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1232 holding.
  • AE Wealth Management first reported a position in Super Micro Computer in Q4 2022 and has held it in 13 quarters since.
  • AE Wealth Management's Super Micro Computer position peaked at $7.65M in Q4 2023.
  • 772 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.