Cerity Partners
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Cerity Partners’s Super Micro Computer SMCI Stock Holding History

Cerity 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
Q2 		$859K Buy
29,284
+8,275
+39% +$264K ﹤0.01% 2087
2026
Q1 		$478K Buy
21,009
+4,182
+25% +$125K ﹤0.01% 2321
2025
Q4 		$493K Sell
16,827
-11,619
-41% -$478K ﹤0.01% 2122
2025
Q3 		$1.37M Sell
28,446
-4,412
-13% -$211K ﹤0.01% 1458
2025
Q2 		$1.61M Sell
32,858
-942
-3% -$36.3K ﹤0.01% 1313
2025
Q1 		$1.16M Buy
33,800
+17,694
+110% +$671K ﹤0.01% 1365
2024
Q4 		$575K Sell
16,106
-10,964
-41% -$398K ﹤0.01% 1682
2024
Q3 		$1.13M Buy
27,070
+4,970
+22% +$302K ﹤0.01% 1343
2024
Q2 		$1.81M Sell
22,100
-5,910
-21% -$505K ﹤0.01% 952
2024
Q1 		$2.83M Buy
28,010
+12,450
+80% +$912K 0.01% 839
2023
Q4 		$442K Buy
15,560
+1,700
+12% +$47.1K ﹤0.01% 1325
2023
Q3 		$380K Buy
+13,860
New +$387K ﹤0.01% 1066

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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Cerity Partners's SMCI Position: Q2 2026 in Review

Cerity Partners increased its Super Micro Computer (SMCI) stake by 39% in Q2 2026, buying an estimated $264K and bringing the position to 29,284 shares worth $859K. The position accounts for ﹤0.01% of the portfolio, ranked #2087.

Cerity Partners first reported a position in SMCI in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.83M in Q1 2024. 721 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

  • Cerity Partners held 29,284 shares of Super Micro Computer worth $859K as of Q2 2026.
  • Cerity Partners bought 8,275 Super Micro Computer shares in Q2 2026, an estimated $264K.
  • Super Micro Computer made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2087 holding.
  • Cerity Partners first reported a position in Super Micro Computer in Q3 2023 and has held it in 12 quarters since.
  • Cerity Partners's Super Micro Computer position peaked at $2.83M in Q1 2024.
  • 721 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.