Asset Management One
SMCI icon

Asset Management One’s Super Micro Computer SMCI Stock Holding History

Asset Management One’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
Q2 		$6.97M Buy
237,511
+11,985
+5% +$382K 0.02% 551
2026
Q1 		$5.14M Buy
225,526
+3,450
+2% +$104K 0.02% 593
2025
Q4 		$6.68M Buy
222,076
+12,030
+6% +$495K 0.02% 560
2025
Q3 		$10.1M Sell
210,046
-5,779
-3% -$276K 0.03% 451
2025
Q2 		$10.6M Buy
215,825
+30,585
+17% +$1.18M 0.03% 431
2025
Q1 		$6.34M Buy
185,240
+16,835
+10% +$639K 0.02% 547
2024
Q4 		$5.39M Sell
168,405
-30,755
-15% -$1.12M 0.02% 596
2024
Q3 		$8.29M Sell
199,160
-190
-0.1% -$11.6K 0.03% 471
2024
Q2 		$16.3M Buy
199,350
+1,500
+0.8% +$128K 0.06% 284
2024
Q1 		$20M Buy
197,850
+6,560
+3% +$481K 0.08% 250
2023
Q4 		$5.58M Buy
191,290
+7,520
+4% +$208K 0.02% 565
2023
Q3 		$5.04M Buy
183,770
+168,510
+1,104% +$4.7M 0.02% 572
2023
Q2 		$380K Sell
15,260
-2,750
-15% -$46.1K ﹤0.01% 884
2023
Q1 		$192K Sell
18,010
-22,590
-56% -$204K ﹤0.01% 915
2022
Q4 		$333K Buy
40,600
+570
+1% +$4.34K ﹤0.01% 901
2022
Q3 		$220K Buy
+40,030
New +$228K ﹤0.01% 922

Other funds holding SMCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Asset Management One's SMCI Position: Q2 2026 in Review

Asset Management One increased its Super Micro Computer (SMCI) stake by 5.3% in Q2 2026, buying an estimated $382K and bringing the position to 237,511 shares worth $6.97M. The position accounts for 0.02% of the portfolio, ranked #551.

Asset Management One first reported a position in SMCI in Q3 2022 and has held it in 16 quarters since. The position peaked at $20M in Q1 2024. 765 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

  • Asset Management One held 237,511 shares of Super Micro Computer worth $6.97M as of Q2 2026.
  • Asset Management One bought 11,985 Super Micro Computer shares in Q2 2026, an estimated $382K.
  • Super Micro Computer made up 0.02% of Asset Management One's portfolio in Q2 2026, its #551 holding.
  • Asset Management One first reported a position in Super Micro Computer in Q3 2022 and has held it in 16 quarters since.
  • Asset Management One's Super Micro Computer position peaked at $20M in Q1 2024.
  • 765 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on Asset Management One's 13F filing for Q2 2026, filed 28 Jul 2026.