Belpointe Asset Management
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Belpointe Asset Management’s Super Micro Computer SMCI Stock Holding History

Belpointe Asset Management’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
Q3 		$462K Sell
11,237
-34,912
-76% -$1.19M 0.01% 771
2026
Q2 		$1.35M Buy
+46,149
New +$1.47M 0.04% 393
2025
Q4 		– Sell
-8,295
Closed -$398K – 1100
2025
Q3 		$398K Buy
8,295
+600
+8% +$28.6K 0.02% 702
2025
Q2 		$377K Buy
+7,695
New +$297K 0.02% 680
2023
Q2 		– Sell
-1,750
Closed -$18.6K – 2932
2023
Q1 		$18.6K Hold
1,750
– – ﹤0.01% 2342
2022
Q4 		$14.4K Buy
+1,750
New +$13.3K ﹤0.01% 2428

Other funds holding SMCI

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return

Belpointe Asset Management's SMCI Position: Q3 2026 in Review

Belpointe Asset Management reduced its Super Micro Computer (SMCI) stake by 76% in Q3 2026, selling an estimated $1.19M and leaving 11,237 shares worth $462K. The position accounts for 0.01% of the portfolio, ranked #771.

Belpointe Asset Management first reported a position in SMCI in Q4 2022 and has held it in 6 quarters since. The position peaked at $1.35M in Q2 2026. 711 funds tracked by Wall St. Rank hold SMCI as of Q3 2026.

  • Belpointe Asset Management held 11,237 shares of Super Micro Computer worth $462K as of Q3 2026.
  • Belpointe Asset Management sold 34,912 Super Micro Computer shares in Q3 2026, an estimated $1.19M.
  • Super Micro Computer made up 0.01% of Belpointe Asset Management's portfolio in Q3 2026, its #771 holding.
  • Belpointe Asset Management first reported a position in Super Micro Computer in Q4 2022 and has held it in 6 quarters since.
  • Belpointe Asset Management's Super Micro Computer position peaked at $1.35M in Q2 2026.
  • 711 funds tracked by Wall St. Rank held Super Micro Computer as of Q3 2026.

Based on Belpointe Asset Management's 13F filing for Q3 2026, filed 9 Nov 2026.