Circle Wealth Management
SMCI icon

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

Circle 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
Q3 		$745K Buy
+18,130
New +$616K 0.01% 179
2024
Q3 		– Sell
-7,310
Closed -$599K – 226
2024
Q2 		$599K Buy
7,310
+4,670
+177% +$399K 0.01% 143
2024
Q1 		$267K Buy
+2,640
New +$193K 0.01% 177

Other funds holding SMCI

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return

Circle Wealth Management's SMCI Position: Q3 2026 in Review

Circle Wealth Management opened a new position in Super Micro Computer (SMCI) in Q3 2026: 18,130 shares worth $745K. The stake represents 0.01% of the portfolio and ranks #179 among its holdings. This is a return to the name: Circle Wealth Management previously reported a position in SMCI as recently as Q2 2024.

Circle Wealth Management first reported a position in SMCI in Q1 2024 and has held it in 3 quarters since. 711 funds tracked by Wall St. Rank hold SMCI as of Q3 2026.

  • Circle Wealth Management held 18,130 shares of Super Micro Computer worth $745K as of Q3 2026.
  • Super Micro Computer was a new Circle Wealth Management position in Q3 2026.
  • Super Micro Computer made up 0.01% of Circle Wealth Management's portfolio in Q3 2026, its #179 holding.
  • Circle Wealth Management first reported a position in Super Micro Computer in Q1 2024 and has held it in 3 quarters since.
  • 711 funds tracked by Wall St. Rank held Super Micro Computer as of Q3 2026.

Based on Circle Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.