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Ballentine Partners’s Super Micro Computer SMCI Stock Holding History

Ballentine Partners’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
-5,958
Closed -$286K – 1078
2025
Q3 		$286K Buy
5,958
+62
+1% +$2.96K ﹤0.01% 738
2025
Q2 		$289K Sell
5,896
-492
-8% -$19K ﹤0.01% 704
2025
Q1 		$219K Buy
+6,388
New +$242K ﹤0.01% 760
2024
Q2 		– Sell
-2,500
Closed -$253K – 798
2024
Q1 		$253K Buy
+2,500
New +$183K ﹤0.01% 603

Other funds holding SMCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ballentine Partners's SMCI Position: Q4 2025 in Review

Ballentine Partners sold out of Super Micro Computer (SMCI) in Q4 2025, closing a stake of 5,958 shares — an estimated $286K sold.

Ballentine Partners first reported a position in SMCI in Q1 2024 and held it in 4 quarters. The position peaked at $289K in Q2 2025. 759 funds tracked by Wall St. Rank hold SMCI as of Q4 2025.

  • Ballentine Partners reported no remaining Super Micro Computer position as of Q4 2025 after selling out during the quarter.
  • Ballentine Partners sold 5,958 Super Micro Computer shares in Q4 2025, an estimated $286K.
  • Ballentine Partners first reported a position in Super Micro Computer in Q1 2024 and held it in 4 quarters.
  • Ballentine Partners's Super Micro Computer position peaked at $289K in Q2 2025.
  • 759 funds tracked by Wall St. Rank held Super Micro Computer as of Q4 2025.

Based on Ballentine Partners's 13F filing for Q4 2025, filed 3 Feb 2026.