CarsonAllaria Wealth Management’s Super Micro Computer SMCI Stock Holding History

CarsonAllaria Wealth 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
2025 Q3	–	Sell	-1,344	Closed	-$65.9K	–	291
2025 Q2	$65.9K	Buy	1,344 +75	+6%	+$2.89K	0.04%	124
2025 Q1	$43.5K	Buy	+1,269	New	+$48.2K	0.03%	137
2024 Q3	–	Sell	-40	Closed	-$3.28K	–	424
2024 Q2	$3.28K	Hold	40	–	–	﹤0.01%	306
2024 Q1	$4.04K	Sell	40 -90	-69%	-$6.59K	﹤0.01%	303
2023 Q4	$3.69K	Hold	130	–	–	﹤0.01%	272
2023 Q3	$3.56K	Sell	130 -420	-76%	-$11.7K	﹤0.01%	275
2023 Q2	$13.7K	Sell	550 -200	-27%	-$3.35K	0.01%	198
2023 Q1	$7.99K	Sell	750 -2,320	-76%	-$20.9K	0.01%	228
2022 Q4	$25K	Sell	3,070 -1,100	-26%	-$8.38K	0.02%	141
2022 Q3	$23K	Hold	4,170	–	–	0.02%	140
2022 Q2	$17K	Hold	4,170	–	–	0.02%	156
2022 Q1	$16K	Hold	4,170	–	–	0.01%	168
2021 Q4	$18K	Buy	+4,170	New	+$16.9K	0.02%	177

Other funds holding SMCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CarsonAllaria Wealth Management's SMCI Position: Q3 2025 in Review

CarsonAllaria Wealth Management sold out of Super Micro Computer (SMCI) in Q3 2025, closing a stake of 1,344 shares — an estimated $65.9K sold.

CarsonAllaria Wealth Management first reported a position in SMCI in Q4 2021 and held it in 13 quarters. The position peaked at $65.9K in Q2 2025. 849 funds tracked by Wall St. Rank hold SMCI as of Q3 2025.

CarsonAllaria Wealth Management reported no remaining Super Micro Computer position as of Q3 2025 after selling out during the quarter.
CarsonAllaria Wealth Management sold 1,344 Super Micro Computer shares in Q3 2025, an estimated $65.9K.
CarsonAllaria Wealth Management first reported a position in Super Micro Computer in Q4 2021 and held it in 13 quarters.
CarsonAllaria Wealth Management's Super Micro Computer position peaked at $65.9K in Q2 2025.
849 funds tracked by Wall St. Rank held Super Micro Computer as of Q3 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.