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

Centricity 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
Q2 		$4.9K Hold
100
– – ﹤0.01% 376
2025
Q1 		$3.42K Hold
100
– – ﹤0.01% 397
2024
Q4 		$3.05K Buy
+100
New +$3.63K ﹤0.01% 407

Other funds holding SMCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Centricity Wealth Management's SMCI Position: Q2 2025 in Review

Centricity Wealth Management held its Super Micro Computer (SMCI) position steady in Q2 2025 at 100 shares worth $4.9K. The position accounts for ﹤0.01% of the portfolio, ranked #376.

Centricity Wealth Management first reported a position in SMCI in Q4 2024 and has held it in 3 quarters since. 833 funds tracked by Wall St. Rank hold SMCI as of Q2 2025.

  • Centricity Wealth Management held 100 shares of Super Micro Computer worth $4.9K as of Q2 2025.
  • Centricity Wealth Management left its Super Micro Computer share count unchanged in Q2 2025.
  • Super Micro Computer made up ﹤0.01% of Centricity Wealth Management's portfolio in Q2 2025, its #376 holding.
  • Centricity Wealth Management first reported a position in Super Micro Computer in Q4 2024 and has held it in 3 quarters since.
  • 833 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.