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Anderson Financial Strategies’s Super Micro Computer SMCI Stock Holding History

Anderson Financial Strategies’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
-158
Closed -$21.2K – 177
2025
Q1 		$21.2K Buy
+158
New +$6K 0.01% 133

Other funds holding SMCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Anderson Financial Strategies's SMCI Position: Q2 2025 in Review

Anderson Financial Strategies sold out of Super Micro Computer (SMCI) in Q2 2025, closing a stake of 158 shares — an estimated $21.2K sold.

Anderson Financial Strategies first reported a position in SMCI in Q1 2025 and held it in 1 quarter. The position peaked at $21.2K in Q1 2025. 832 funds tracked by Wall St. Rank hold SMCI as of Q2 2025.

  • Anderson Financial Strategies reported no remaining Super Micro Computer position as of Q2 2025 after selling out during the quarter.
  • Anderson Financial Strategies sold 158 Super Micro Computer shares in Q2 2025, an estimated $21.2K.
  • Anderson Financial Strategies first reported a position in Super Micro Computer in Q1 2025 and held it in 1 quarter.
  • Anderson Financial Strategies's Super Micro Computer position peaked at $21.2K in Q1 2025.
  • 832 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2025.

Based on Anderson Financial Strategies's 13F filing for Q2 2025, filed 11 Aug 2025.