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Clearstead Advisors’s Super Micro Computer SMCI Stock Holding History

Clearstead Advisors’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 		$96.7K Buy
3,298
+1,201
+57% +$38.3K ﹤0.01% 1300
2026
Q1 		$47.7K Sell
2,097
-247,253
-99% -$7.42M ﹤0.01% 1290
2025
Q4 		$7.3M Sell
249,350
-65,970
-21% -$2.72M 0.09% 158
2025
Q3 		$15.1M Buy
315,320
+14,242
+5% +$680K 0.2% 103
2025
Q2 		$14.8M Buy
301,078
+299,498
+18,956% +$11.5M 0.21% 102
2025
Q1 		$54.1K Buy
1,580
+497
+46% +$18.9K ﹤0.01% 1155
2024
Q4 		$33K Sell
1,083
-647
-37% -$23.5K ﹤0.01% 1261
2024
Q3 		$72K Buy
1,730
+1,300
+302% +$79.1K ﹤0.01% 1115
2024
Q2 		$35.2K Sell
430
-320
-43% -$27.4K ﹤0.01% 1247
2024
Q1 		$58.7K Buy
750
+620
+477% +$45.4K ﹤0.01% 729
2023
Q4 		$3.7K Sell
130
-120
-48% -$3.33K ﹤0.01% 1202
2023
Q3 		$6.86K Hold
250
– – ﹤0.01% 1043
2023
Q2 		$6.23K Hold
250
– – ﹤0.01% 1025
2023
Q1 		$2.66K Hold
250
– – ﹤0.01% 1094
2022
Q4 		$2.05K Hold
250
– – ﹤0.01% 1088
2022
Q3 		$1K Buy
+250
New +$1.42K ﹤0.01% 1194

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

Clearstead Advisors's SMCI Position: Q2 2026 in Review

Clearstead Advisors increased its Super Micro Computer (SMCI) stake by 57% in Q2 2026, buying an estimated $38.3K and bringing the position to 3,298 shares worth $96.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1300.

Clearstead Advisors first reported a position in SMCI in Q3 2022 and has held it in 16 quarters since. The position peaked at $15.1M in Q3 2025. 772 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

  • Clearstead Advisors held 3,298 shares of Super Micro Computer worth $96.7K as of Q2 2026.
  • Clearstead Advisors bought 1,201 Super Micro Computer shares in Q2 2026, an estimated $38.3K.
  • Super Micro Computer made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1300 holding.
  • Clearstead Advisors first reported a position in Super Micro Computer in Q3 2022 and has held it in 16 quarters since.
  • Clearstead Advisors's Super Micro Computer position peaked at $15.1M in Q3 2025.
  • 772 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.