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Asset Planning Inc’s Super Micro Computer SMCI Stock Holding History

Asset Planning Inc’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 		$8.8K Hold
300
– – 0.01% 259
2026
Q1 		$6.83K Hold
300
– – ﹤0.01% 250
2025
Q4 		$8.78K Hold
300
– – 0.01% 235
2025
Q3 		$14.4K Hold
300
– – 0.01% 223
2025
Q2 		$14.7K Hold
300
– – 0.01% 218
2025
Q1 		$10.3K Hold
300
– – 0.01% 240
2024
Q4 		$9.14K Buy
+300
New +$10.9K 0.01% 248

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 Planning Inc's SMCI Position: Q2 2026 in Review

Asset Planning Inc held its Super Micro Computer (SMCI) position steady in Q2 2026 at 300 shares worth $8.8K. The position accounts for 0.01% of the portfolio, ranked #259.

Asset Planning Inc first reported a position in SMCI in Q4 2024 and has held it in 7 quarters since. The position peaked at $14.7K in Q2 2025. 772 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

  • Asset Planning Inc held 300 shares of Super Micro Computer worth $8.8K as of Q2 2026.
  • Asset Planning Inc left its Super Micro Computer share count unchanged in Q2 2026.
  • Super Micro Computer made up 0.01% of Asset Planning Inc's portfolio in Q2 2026, its #259 holding.
  • Asset Planning Inc first reported a position in Super Micro Computer in Q4 2024 and has held it in 7 quarters since.
  • Asset Planning Inc's Super Micro Computer position peaked at $14.7K in Q2 2025.
  • 772 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.