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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 $5.72T AUM 30.48% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return