Avalon Trust’s Super Micro Computer SMCI Stock Holding History

Avalon Trust’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 Q4	–	Sell	-11	Closed	-$528	–	600
2025 Q3	$528	Buy	+11	New	+$525	﹤0.01%	550

Other funds holding SMCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Avalon Trust's SMCI Position: Q4 2025 in Review

Avalon Trust sold out of Super Micro Computer (SMCI) in Q4 2025, closing a stake of 11 shares — an estimated $528 sold.

Avalon Trust first reported a position in SMCI in Q3 2025 and held it in 1 quarter. The position peaked at $528 in Q3 2025. 758 funds tracked by Wall St. Rank hold SMCI as of Q4 2025.

Avalon Trust reported no remaining Super Micro Computer position as of Q4 2025 after selling out during the quarter.
Avalon Trust sold 11 Super Micro Computer shares in Q4 2025, an estimated $528.
Avalon Trust first reported a position in Super Micro Computer in Q3 2025 and held it in 1 quarter.
Avalon Trust's Super Micro Computer position peaked at $528 in Q3 2025.
758 funds tracked by Wall St. Rank held Super Micro Computer as of Q4 2025.

Based on Avalon Trust's 13F filing for Q4 2025, filed 9 Feb 2026.