Avantax Advisory Services’s Super Micro Computer SMCI Stock Holding History

Avantax Advisory Services’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	$4.73M	Buy	96,430 +11,462	+13%	+$442K	0.03%	461
2025 Q1	$2.91M	Buy	84,968 +31,475	+59%	+$1.19M	0.02%	591
2024 Q4	$1.63M	Sell	53,493 -11,947	-18%	-$434K	0.01%	823
2024 Q3	$2.72M	Buy	65,440 +26,350	+67%	+$1.6M	0.02%	570
2024 Q2	$3.2M	Buy	39,090 +9,740	+33%	+$833K	0.02%	505
2024 Q1	$2.96M	Buy	29,350 +3,960	+16%	+$290K	0.03%	434
2023 Q4	$722K	Buy	+25,390	New	+$704K	0.01%	840
2023 Q3	–	Sell	-8,060	Closed	-$201K	–	1614
2023 Q2	$201K	Buy	+8,060	New	+$135K	﹤0.01%	1403
2023 Q1	–	Sell	-29,250	Closed	-$240K	–	1535
2022 Q4	$240K	Buy	+29,250	New	+$223K	﹤0.01%	1226

Other funds holding SMCI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Avantax Advisory Services's SMCI Position: Q2 2025 in Review

Avantax Advisory Services increased its Super Micro Computer (SMCI) stake by 13% in Q2 2025, buying an estimated $442K and bringing the position to 96,430 shares worth $4.73M. The position accounts for 0.03% of the portfolio, ranked #461.

Avantax Advisory Services first reported a position in SMCI in Q4 2022 and has held it in 9 quarters since. 832 funds tracked by Wall St. Rank hold SMCI as of Q2 2025.

Avantax Advisory Services held 96,430 shares of Super Micro Computer worth $4.73M as of Q2 2025.
Avantax Advisory Services bought 11,462 Super Micro Computer shares in Q2 2025, an estimated $442K.
Super Micro Computer made up 0.03% of Avantax Advisory Services's portfolio in Q2 2025, its #461 holding.
Avantax Advisory Services first reported a position in Super Micro Computer in Q4 2022 and has held it in 9 quarters since.
832 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.