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Avion Wealth’s Super Micro Computer SMCI Stock Holding History

Avion Wealth’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 		$36K Sell
1,248
-1,284
-51% -$40.9K 0.01% 290
2026
Q1 		$57K Buy
2,532
+1,171
+86% +$35.1K 0.01% 195
2025
Q4 		$39K Buy
1,361
+28
+2% +$1.15K 0.01% 236
2025
Q3 		$63K Buy
1,333
+499
+60% +$23.8K 0.01% 198
2025
Q2 		$40K Buy
834
+678
+435% +$26.1K 0.01% 225
2025
Q1 		$4K Hold
156
– – ﹤0.01% 604
2024
Q4 		$4K Buy
+156
New +$5.67K ﹤0.01% 602
2024
Q3 		– Sell
-100
Closed -$8K – 1306
2024
Q2 		$8K Sell
100
-10
-9% -$855 ﹤0.01% 383
2024
Q1 		$12K Buy
110
+50
+83% +$3.66K ﹤0.01% 286
2023
Q4 		$2K Buy
+60
New +$1.66K ﹤0.01% 621

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
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

Avion Wealth's SMCI Position: Q2 2026 in Review

Avion Wealth reduced its Super Micro Computer (SMCI) stake by 51% in Q2 2026, selling an estimated $40.9K and leaving 1,248 shares worth $36K. The position accounts for 0.01% of the portfolio, ranked #290.

Avion Wealth first reported a position in SMCI in Q4 2023 and has held it in 10 quarters since. The position peaked at $63K in Q3 2025. 767 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

  • Avion Wealth held 1,248 shares of Super Micro Computer worth $36K as of Q2 2026.
  • Avion Wealth sold 1,284 Super Micro Computer shares in Q2 2026, an estimated $40.9K.
  • Super Micro Computer made up 0.01% of Avion Wealth's portfolio in Q2 2026, its #290 holding.
  • Avion Wealth first reported a position in Super Micro Computer in Q4 2023 and has held it in 10 quarters since.
  • Avion Wealth's Super Micro Computer position peaked at $63K in Q3 2025.
  • 767 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.