Corient Private Wealth’s Super Micro Computer SMCI Stock Holding History

Corient Private Wealth’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	$930K	Buy	31,716 +9,950	+46%	+$317K	﹤0.01%	1864
2026 Q1	$477K	Sell	21,766 -2,187	-9%	-$65.6K	﹤0.01%	2055
2025 Q4	$701K	Sell	23,953 -14,289	-37%	-$588K	﹤0.01%	1691
2025 Q3	$1.83M	Sell	38,242 -7,632	-17%	-$364K	﹤0.01%	1101
2025 Q2	$2.25M	Sell	45,874 -3,838	-8%	-$148K	﹤0.01%	992
2025 Q1	$1.7M	Buy	49,712 +24,395	+96%	+$926K	﹤0.01%	1032
2024 Q4	$772K	Sell	25,317 -10,983	-30%	-$399K	﹤0.01%	1429
2024 Q3	$1.51M	Sell	36,300 -1,300	-3%	-$79.1K	﹤0.01%	1222
2024 Q2	$3.08M	Buy	37,600 +6,860	+22%	+$586K	0.01%	856
2024 Q1	$3.08M	Buy	+30,740	New	+$2.25M	0.01%	843

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 $3.38T AUM 44.17% 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

Corient Private Wealth's SMCI Position: Q2 2026 in Review

Corient Private Wealth increased its Super Micro Computer (SMCI) stake by 46% in Q2 2026, buying an estimated $317K and bringing the position to 31,716 shares worth $930K. The position accounts for ﹤0.01% of the portfolio, ranked #1864.

Corient Private Wealth first reported a position in SMCI in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.08M in Q2 2024. 773 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

Corient Private Wealth held 31,716 shares of Super Micro Computer worth $930K as of Q2 2026.
Corient Private Wealth bought 9,950 Super Micro Computer shares in Q2 2026, an estimated $317K.
Super Micro Computer made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1864 holding.
Corient Private Wealth first reported a position in Super Micro Computer in Q1 2024 and has held it in 10 quarters since.
Corient Private Wealth's Super Micro Computer position peaked at $3.08M in Q2 2024.
773 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.