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

Arete Wealth 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
-5,603
Closed -$269K – 695
2025
Q3 		$269K Buy
+5,603
New +$268K 0.02% 640
2024
Q4 		– Sell
-14,770
Closed -$613K – 786
2024
Q3 		$613K Sell
14,770
-1,570
-10% -$95.6K 0.05% 320
2024
Q2 		$1.37M Buy
+16,340
New +$1.4M 0.11% 179
2024
Q1 		– Sell
-10,520
Closed -$299K – 673
2023
Q4 		$299K Buy
+10,520
New +$292K 0.02% 550

Other funds holding SMCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Arete Wealth Advisors's SMCI Position: Q4 2025 in Review

Arete Wealth Advisors sold out of Super Micro Computer (SMCI) in Q4 2025, closing a stake of 5,603 shares — an estimated $269K sold.

Arete Wealth Advisors first reported a position in SMCI in Q4 2023 and held it in 4 quarters. The position peaked at $1.37M in Q2 2024. 759 funds tracked by Wall St. Rank hold SMCI as of Q4 2025.

  • Arete Wealth Advisors reported no remaining Super Micro Computer position as of Q4 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 5,603 Super Micro Computer shares in Q4 2025, an estimated $269K.
  • Arete Wealth Advisors first reported a position in Super Micro Computer in Q4 2023 and held it in 4 quarters.
  • Arete Wealth Advisors's Super Micro Computer position peaked at $1.37M in Q2 2024.
  • 759 funds tracked by Wall St. Rank held Super Micro Computer as of Q4 2025.

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