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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

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
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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. 760 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.
  • 760 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.