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

Congress 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
2025
Q2 		$499K Buy
+10,174
New +$392K ﹤0.01% 926
2024
Q4 		– Sell
-19,820
Closed -$825K – 924
2024
Q3 		$825K Sell
19,820
-4,150
-17% -$253K 0.01% 548
2024
Q2 		$1.96M Buy
23,970
+4,630
+24% +$396K 0.03% 360
2024
Q1 		$1.95M Buy
19,340
+9,190
+91% +$673K 0.03% 321
2023
Q4 		$289K Buy
+10,150
New +$281K 0.01% 536

Other funds holding SMCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Congress Wealth Management's SMCI Position: Q2 2025 in Review

Congress Wealth Management opened a new position in Super Micro Computer (SMCI) in Q2 2025: 10,174 shares worth $499K. The stake represents ﹤0.01% of the portfolio and ranks #926 among its holdings. This is a return to the name: Congress Wealth Management previously reported a position in SMCI as recently as Q3 2024.

Congress Wealth Management first reported a position in SMCI in Q4 2023 and has held it in 5 quarters since. The position peaked at $1.96M in Q2 2024. 833 funds tracked by Wall St. Rank hold SMCI as of Q2 2025.

  • Congress Wealth Management held 10,174 shares of Super Micro Computer worth $499K as of Q2 2025.
  • Super Micro Computer was a new Congress Wealth Management position in Q2 2025.
  • Super Micro Computer made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #926 holding.
  • Congress Wealth Management first reported a position in Super Micro Computer in Q4 2023 and has held it in 5 quarters since.
  • Congress Wealth Management's Super Micro Computer position peaked at $1.96M in Q2 2024.
  • 833 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.