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Castle Rock Wealth Management’s Super Micro Computer SMCI Stock Holding History

Castle Rock 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
Q1 		– Sell
-6,780
Closed -$325K – 235
2024
Q4 		$325K Buy
+6,780
New +$246K 0.08% 183

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Castle Rock Wealth Management's SMCI Position: Q1 2025 in Review

Castle Rock Wealth Management sold out of Super Micro Computer (SMCI) in Q1 2025, closing a stake of 6,780 shares — an estimated $325K sold.

Castle Rock Wealth Management first reported a position in SMCI in Q4 2024 and held it in 1 quarter. The position peaked at $325K in Q4 2024. 763 funds tracked by Wall St. Rank hold SMCI as of Q1 2025.

  • Castle Rock Wealth Management reported no remaining Super Micro Computer position as of Q1 2025 after selling out during the quarter.
  • Castle Rock Wealth Management sold 6,780 Super Micro Computer shares in Q1 2025, an estimated $325K.
  • Castle Rock Wealth Management first reported a position in Super Micro Computer in Q4 2024 and held it in 1 quarter.
  • Castle Rock Wealth Management's Super Micro Computer position peaked at $325K in Q4 2024.
  • 763 funds tracked by Wall St. Rank held Super Micro Computer as of Q1 2025.

Based on Castle Rock Wealth Management's 13F filing for Q1 2025, filed 9 Apr 2025.