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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
2026
Q1 		– Sell
-7,146
Closed -$209K – 675
2025
Q4 		$209K Buy
7,146
+1,543
+28% +$63.5K 0.01% 712
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
DE
Defiance ETFs New York $6.98B AUM

Arete Wealth Advisors's SMCI Position: Q1 2026 in Review

Arete Wealth Advisors sold out of Super Micro Computer (SMCI) in Q1 2026, closing a stake of 7,146 shares — an estimated $209K sold.

Arete Wealth Advisors first reported a position in SMCI in Q4 2023 and held it in 5 quarters. The position peaked at $1.37M in Q2 2024. 707 funds tracked by Wall St. Rank hold SMCI as of Q1 2026.

  • Arete Wealth Advisors reported no remaining Super Micro Computer position as of Q1 2026 after selling out during the quarter.
  • Arete Wealth Advisors sold 7,146 Super Micro Computer shares in Q1 2026, an estimated $209K.
  • Arete Wealth Advisors first reported a position in Super Micro Computer in Q4 2023 and held it in 5 quarters.
  • Arete Wealth Advisors's Super Micro Computer position peaked at $1.37M in Q2 2024.
  • 707 funds tracked by Wall St. Rank held Super Micro Computer as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.