Aptus Capital Advisors’s Super Micro Computer SMCI Stock Holding History

Aptus Capital 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 Q4	–	Sell	-7,854	Closed	-$377K	–	1730
2025 Q3	$377K	Buy	7,854 +1,364	+21%	+$65.1K	﹤0.01%	782
2025 Q2	$318K	Sell	6,490 -333	-5%	-$12.8K	﹤0.01%	805
2025 Q1	$234K	Buy	+6,823	New	+$259K	﹤0.01%	846
2024 Q3	–	Sell	-3,440	Closed	-$282K	–	1272
2024 Q2	$282K	Buy	3,440 +630	+22%	+$53.9K	0.01%	634
2024 Q1	$284K	Buy	+2,810	New	+$206K	0.01%	646

Other funds holding SMCI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Aptus Capital Advisors's SMCI Position: Q4 2025 in Review

Aptus Capital Advisors sold out of Super Micro Computer (SMCI) in Q4 2025, closing a stake of 7,854 shares — an estimated $377K sold.

Aptus Capital Advisors first reported a position in SMCI in Q1 2024 and held it in 5 quarters. The position peaked at $377K in Q3 2025. 759 funds tracked by Wall St. Rank hold SMCI as of Q4 2025.

Aptus Capital Advisors reported no remaining Super Micro Computer position as of Q4 2025 after selling out during the quarter.
Aptus Capital Advisors sold 7,854 Super Micro Computer shares in Q4 2025, an estimated $377K.
Aptus Capital Advisors first reported a position in Super Micro Computer in Q1 2024 and held it in 5 quarters.
Aptus Capital Advisors's Super Micro Computer position peaked at $377K in Q3 2025.
759 funds tracked by Wall St. Rank held Super Micro Computer as of Q4 2025.

Based on Aptus Capital Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.