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 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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

HIM

Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Nepsis Inc Minneapolis, Minnesota $295M AUM 35.44% 1-Year Est. Return

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Belpointe Asset Management's SMCI Position: Q2 2026 in Review

Belpointe Asset Management opened a new position in Super Micro Computer (SMCI) in Q2 2026: 46,149 shares worth $1.35M. The stake represents 0.04% of the portfolio and ranks #393 among its holdings. This is a return to the name: Belpointe Asset Management previously reported a position in SMCI as recently as Q3 2025.

Belpointe Asset Management first reported a position in SMCI in Q4 2022 and has held it in 5 quarters since. 272 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

Belpointe Asset Management held 46,149 shares of Super Micro Computer worth $1.35M as of Q2 2026.
Super Micro Computer was a new Belpointe Asset Management position in Q2 2026.
Super Micro Computer made up 0.04% of Belpointe Asset Management's portfolio in Q2 2026, its #393 holding.
Belpointe Asset Management first reported a position in Super Micro Computer in Q4 2022 and has held it in 5 quarters since.
272 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.