CFP
SMCI icon

Comprehensive Financial Planning’s Super Micro Computer SMCI Stock Holding History

Comprehensive Financial Planning’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 		$43.2K Hold
1,472
– – 0.02% 185
2026
Q1 		$33.5K Sell
1,472
-1,572
-52% -$47.2K 0.02% 182
2025
Q4 		$89.1K Hold
3,044
– – 0.06% 133
2025
Q3 		$146K Hold
3,044
– – 0.1% 113
2025
Q2 		$149K Hold
3,044
– – 0.12% 107
2025
Q1 		$104K Sell
3,044
-1,072
-26% -$40.7K 0.1% 98
2024
Q4 		$125K Buy
+4,116
New +$150K 0.11% 114

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

Comprehensive Financial Planning's SMCI Position: Q2 2026 in Review

Comprehensive Financial Planning held its Super Micro Computer (SMCI) position steady in Q2 2026 at 1,472 shares worth $43.2K. The position accounts for 0.02% of the portfolio, ranked #185.

Comprehensive Financial Planning first reported a position in SMCI in Q4 2024 and has held it in 7 quarters since. The position peaked at $149K in Q2 2025. 767 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

  • Comprehensive Financial Planning held 1,472 shares of Super Micro Computer worth $43.2K as of Q2 2026.
  • Comprehensive Financial Planning left its Super Micro Computer share count unchanged in Q2 2026.
  • Super Micro Computer made up 0.02% of Comprehensive Financial Planning's portfolio in Q2 2026, its #185 holding.
  • Comprehensive Financial Planning first reported a position in Super Micro Computer in Q4 2024 and has held it in 7 quarters since.
  • Comprehensive Financial Planning's Super Micro Computer position peaked at $149K in Q2 2025.
  • 767 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.