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Carolinas Wealth Consulting’s Super Micro Computer SMCI Stock Holding History

Carolinas Wealth Consulting’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
Q2 		– Sell
-2,304
Closed -$78.9K – 793
2025
Q1 		$78.9K Buy
2,304
+11
+0.5% +$417 0.02% 282
2024
Q4 		$69.9K Buy
+2,293
New +$83.3K 0.01% 306
2024
Q3 		– Sell
-5,230
Closed -$429K – 1095
2024
Q2 		$429K Buy
5,230
+420
+9% +$35.9K 0.08% 114
2024
Q1 		$486K Buy
4,810
+1,600
+50% +$117K 0.1% 100
2023
Q4 		$91.2K Buy
3,210
+540
+20% +$15K 0.02% 244
2023
Q3 		$63.9K Buy
+2,670
New +$74.5K 0.02% 283

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
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Carolinas Wealth Consulting's SMCI Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Super Micro Computer (SMCI) in Q2 2025, closing a stake of 2,304 shares — an estimated $78.9K sold.

Carolinas Wealth Consulting first reported a position in SMCI in Q3 2023 and held it in 6 quarters. The position peaked at $486K in Q1 2024. 832 funds tracked by Wall St. Rank hold SMCI as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Super Micro Computer position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 2,304 Super Micro Computer shares in Q2 2025, an estimated $78.9K.
  • Carolinas Wealth Consulting first reported a position in Super Micro Computer in Q3 2023 and held it in 6 quarters.
  • Carolinas Wealth Consulting's Super Micro Computer position peaked at $486K in Q1 2024.
  • 832 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.