Clearstead Trust’s Super Micro Computer SMCI Stock Holding History

Clearstead Trust’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	–	Sell	-45	Closed	-$1.02K	–	1018
2026 Q1	$1.02K	Buy	45 +26	+137%	+$780	﹤0.01%	935
2025 Q4	$557	Sell	19 -83	-81%	-$3.42K	﹤0.01%	977
2025 Q3	$4.89K	Buy	102 +17	+20%	+$812	﹤0.01%	767
2025 Q2	$4.17K	Buy	85 +6	+8%	+$231	﹤0.01%	794
2025 Q1	$2.71K	Buy	+79	New	+$3K	﹤0.01%	723

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

Clearstead Trust's SMCI Position: Q2 2026 in Review

Clearstead Trust sold out of Super Micro Computer (SMCI) in Q2 2026, closing a stake of 45 shares — an estimated $1.02K sold.

Clearstead Trust first reported a position in SMCI in Q1 2025 and held it in 5 quarters. The position peaked at $4.89K in Q3 2025. 771 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

Clearstead Trust reported no remaining Super Micro Computer position as of Q2 2026 after selling out during the quarter.
Clearstead Trust sold 45 Super Micro Computer shares in Q2 2026, an estimated $1.02K.
Clearstead Trust first reported a position in Super Micro Computer in Q1 2025 and held it in 5 quarters.
Clearstead Trust's Super Micro Computer position peaked at $4.89K in Q3 2025.
771 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

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