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Caldwell Trust’s Super Micro Computer SMCI Stock Holding History

Caldwell Trust’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
-150
Closed -$7.19K – 786
2025
Q3 		$7.19K Hold
150
– – ﹤0.01% 669
2025
Q2 		$7.35K Hold
150
– – ﹤0.01% 659
2025
Q1 		$5.14K Hold
150
– – ﹤0.01% 689
2024
Q4 		$4.57K Hold
150
– – ﹤0.01% 660
2024
Q3 		$6.25K Buy
+150
New +$9.13K ﹤0.01% 642

Other funds holding SMCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Caldwell Trust's SMCI Position: Q4 2025 in Review

Caldwell Trust sold out of Super Micro Computer (SMCI) in Q4 2025, closing a stake of 150 shares — an estimated $7.19K sold.

Caldwell Trust first reported a position in SMCI in Q3 2024 and held it in 5 quarters. The position peaked at $7.35K in Q2 2025. 757 funds tracked by Wall St. Rank hold SMCI as of Q4 2025.

  • Caldwell Trust reported no remaining Super Micro Computer position as of Q4 2025 after selling out during the quarter.
  • Caldwell Trust sold 150 Super Micro Computer shares in Q4 2025, an estimated $7.19K.
  • Caldwell Trust first reported a position in Super Micro Computer in Q3 2024 and held it in 5 quarters.
  • Caldwell Trust's Super Micro Computer position peaked at $7.35K in Q2 2025.
  • 757 funds tracked by Wall St. Rank held Super Micro Computer as of Q4 2025.

Based on Caldwell Trust's 13F filing for Q4 2025, filed 30 Jan 2026.