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

AllSquare 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
2025 Q2	–	Sell	-600	Closed	-$20.5K	–	544
2025 Q1	$20.5K	Sell	600 -400	-40%	-$15.2K	0.01%	306
2024 Q4	$30.5K	Sell	1,000 -9,000	-90%	-$327K	0.02%	264
2024 Q3	$416K	Hold	10,000	–	–	0.24%	60
2024 Q2	$819K	Hold	10,000	–	–	0.49%	36
2024 Q1	$1.01M	Sell	10,000 -9,500	-49%	-$696K	0.59%	25
2023 Q4	$554K	Buy	19,500 +500	+3%	+$13.9K	0.34%	45
2023 Q3	$521K	Hold	19,000	–	–	0.34%	40
2023 Q2	$445K	Buy	19,000 +2,000	+12%	+$33.5K	0.29%	50
2023 Q1	$181K	Buy	+17,000	New	+$153K	0.12%	99

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AllSquare Wealth Management's SMCI Position: Q2 2025 in Review

AllSquare Wealth Management sold out of Super Micro Computer (SMCI) in Q2 2025, closing a stake of 600 shares — an estimated $20.5K sold.

AllSquare Wealth Management first reported a position in SMCI in Q1 2023 and held it in 9 quarters. The position peaked at $1.01M in Q1 2024. 832 funds tracked by Wall St. Rank hold SMCI as of Q2 2025.

AllSquare Wealth Management reported no remaining Super Micro Computer position as of Q2 2025 after selling out during the quarter.
AllSquare Wealth Management sold 600 Super Micro Computer shares in Q2 2025, an estimated $20.5K.
AllSquare Wealth Management first reported a position in Super Micro Computer in Q1 2023 and held it in 9 quarters.
AllSquare Wealth Management's Super Micro Computer position peaked at $1.01M in Q1 2024.
832 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2025.

Based on AllSquare Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.