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Cascade Financial Partners’s Super Micro Computer SMCI Stock Holding History

Cascade Financial Partners’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
Q1 		– Sell
-8,875
Closed -$260K – 282
2025
Q4 		$260K Buy
8,875
+1,175
+15% +$48.4K 0.03% 228
2025
Q3 		$369K Buy
7,700
+1,200
+18% +$57.3K 0.04% 188
2025
Q2 		$319K Buy
6,500
+500
+8% +$19.3K 0.04% 197
2025
Q1 		$205K Buy
+6,000
New +$228K 0.03% 234

Other funds holding SMCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
DE
Defiance ETFs New York $7.37B AUM

Cascade Financial Partners's SMCI Position: Q1 2026 in Review

Cascade Financial Partners sold out of Super Micro Computer (SMCI) in Q1 2026, closing a stake of 8,875 shares — an estimated $260K sold.

Cascade Financial Partners first reported a position in SMCI in Q1 2025 and held it in 4 quarters. The position peaked at $369K in Q3 2025. 710 funds tracked by Wall St. Rank hold SMCI as of Q1 2026.

  • Cascade Financial Partners reported no remaining Super Micro Computer position as of Q1 2026 after selling out during the quarter.
  • Cascade Financial Partners sold 8,875 Super Micro Computer shares in Q1 2026, an estimated $260K.
  • Cascade Financial Partners first reported a position in Super Micro Computer in Q1 2025 and held it in 4 quarters.
  • Cascade Financial Partners's Super Micro Computer position peaked at $369K in Q3 2025.
  • 710 funds tracked by Wall St. Rank held Super Micro Computer as of Q1 2026.

Based on Cascade Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.