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Atria Wealth Solutions’s Super Micro Computer SMCI Stock Holding History

Atria Wealth Solutions’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
Q2 		$404K Sell
8,239
-32,799
-80% -$1.26M 0.01% 1018
2025
Q1 		$1.41M Buy
41,038
+9,349
+30% +$355K 0.02% 758
2024
Q4 		$966K Buy
+31,689
New +$1.15M 0.01% 937
2024
Q3 		– Sell
-62,010
Closed -$5.08M – 2041
2024
Q2 		$5.08M Buy
62,010
+22,270
+56% +$1.9M 0.06% 340
2024
Q1 		$4.01M Buy
39,740
+28,040
+240% +$2.05M 0.05% 399
2023
Q4 		$333K Buy
+11,700
New +$324K ﹤0.01% 1426

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
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Atria Wealth Solutions's SMCI Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Super Micro Computer (SMCI) stake by 80% in Q2 2025, selling an estimated $1.26M and leaving 8,239 shares worth $404K. The position accounts for 0.01% of the portfolio, ranked #1018.

Atria Wealth Solutions first reported a position in SMCI in Q4 2023 and has held it in 6 quarters since. The position peaked at $5.08M in Q2 2024. 833 funds tracked by Wall St. Rank hold SMCI as of Q2 2025.

  • Atria Wealth Solutions held 8,239 shares of Super Micro Computer worth $404K as of Q2 2025.
  • Atria Wealth Solutions sold 32,799 Super Micro Computer shares in Q2 2025, an estimated $1.26M.
  • Super Micro Computer made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1018 holding.
  • Atria Wealth Solutions first reported a position in Super Micro Computer in Q4 2023 and has held it in 6 quarters since.
  • Atria Wealth Solutions's Super Micro Computer position peaked at $5.08M in Q2 2024.
  • 833 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.