Aviva
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Aviva’s Super Micro Computer SMCI Stock Holding History

Aviva’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 		$12.5M Sell
427,234
-10,797
-2% -$344K 0.02% 515
2026
Q1 		$9.97M Buy
438,031
+13,996
+3% +$420K 0.02% 535
2025
Q4 		$12.4M Buy
424,035
+48,284
+13% +$1.99M 0.02% 507
2025
Q3 		$18M Buy
375,751
+13,661
+4% +$652K 0.03% 407
2025
Q2 		$17.7M Buy
362,090
+277,192
+327% +$10.7M 0.04% 393
2025
Q1 		$2.91M Buy
84,898
+65,867
+346% +$2.5M 0.01% 565
2024
Q4 		$580K Sell
19,031
-191,599
-91% -$6.96M ﹤0.01% 733
2024
Q3 		$8.77M Buy
210,630
+23,310
+12% +$1.42M 0.02% 436
2024
Q2 		$15.3M Buy
187,320
+80,900
+76% +$6.92M 0.04% 393
2024
Q1 		$10.7M Sell
106,420
-119,820
-53% -$8.78M 0.04% 437
2023
Q4 		$6.43M Buy
226,240
+45,440
+25% +$1.26M 0.02% 492
2023
Q3 		$4.96M Buy
180,800
+111,090
+159% +$3.1M 0.02% 509
2023
Q2 		$1.74M Sell
69,710
-76,130
-52% -$1.28M 0.01% 638
2023
Q1 		$1.55M Buy
+145,840
New +$1.32M 0.01% 708

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
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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Aviva's SMCI Position: Q2 2026 in Review

Aviva reduced its Super Micro Computer (SMCI) stake by 2.5% in Q2 2026, selling an estimated $344K and leaving 427,234 shares worth $12.5M. The position accounts for 0.02% of the portfolio, ranked #515.

Aviva first reported a position in SMCI in Q1 2023 and has held it in 14 quarters since. The position peaked at $18M in Q3 2025. 765 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

  • Aviva held 427,234 shares of Super Micro Computer worth $12.5M as of Q2 2026.
  • Aviva sold 10,797 Super Micro Computer shares in Q2 2026, an estimated $344K.
  • Super Micro Computer made up 0.02% of Aviva's portfolio in Q2 2026, its #515 holding.
  • Aviva first reported a position in Super Micro Computer in Q1 2023 and has held it in 14 quarters since.
  • Aviva's Super Micro Computer position peaked at $18M in Q3 2025.
  • 765 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on Aviva's 13F filing for Q2 2026, filed 13 Aug 2026.