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

Centric 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
2026 Q2	$5.11M	Hold	183,000	–	–	0.79%	31
2026 Q1	$5.11M	Buy	183,000 +129,995	+245%	+$3.9M	1.02%	22
2025 Q4	$1.57M	Buy	+53,005	New	+$2.18M	0.33%	77
2025 Q2	–	Sell	-153,005	Closed	-$5.24M	–	199
2025 Q1	$5.24M	Buy	153,005 +80,000	+110%	+$3.04M	1.38%	14
2024 Q4	$2.23M	Buy	+73,005	New	+$2.65M	0.6%	52
2024 Q2	–	Sell	-2,500	Closed	-$215K	–	176
2024 Q1	$215K	Buy	+2,500	New	+$183K	0.07%	153

Other funds holding SMCI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Centric Wealth Management's SMCI Position: Q2 2026 in Review

Centric Wealth Management held its Super Micro Computer (SMCI) position steady in Q2 2026 at 183,000 shares worth $5.11M. The position accounts for 0.79% of the portfolio, ranked #31.

Centric Wealth Management first reported a position in SMCI in Q1 2024 and has held it in 6 quarters since. The position peaked at $5.24M in Q1 2025. 770 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

Centric Wealth Management held 183,000 shares of Super Micro Computer worth $5.11M as of Q2 2026.
Centric Wealth Management left its Super Micro Computer share count unchanged in Q2 2026.
Super Micro Computer made up 0.79% of Centric Wealth Management's portfolio in Q2 2026, its #31 holding.
Centric Wealth Management first reported a position in Super Micro Computer in Q1 2024 and has held it in 6 quarters since.
Centric Wealth Management's Super Micro Computer position peaked at $5.24M in Q1 2025.
770 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on Centric Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.