Creative Planning
SMCI icon

Creative Planning’s Super Micro Computer SMCI Stock Holding History

Creative 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 		$3.96M Buy
135,083
+14,112
+12% +$450K ﹤0.01% 1580
2026
Q1 		$2.75M Buy
120,971
+22,994
+23% +$690K ﹤0.01% 1652
2025
Q4 		$2.87M Sell
97,977
-14,099
-13% -$580K ﹤0.01% 1411
2025
Q3 		$5.37M Sell
112,076
-3,965
-3% -$189K ﹤0.01% 827
2025
Q2 		$5.69M Sell
116,041
-10,755
-8% -$415K ﹤0.01% 719
2025
Q1 		$4.34M Sell
126,796
-28,461
-18% -$1.08M ﹤0.01% 765
2024
Q4 		$4.73M Buy
155,257
+64,877
+72% +$2.36M ﹤0.01% 688
2024
Q3 		$3.76M Buy
90,380
+3,550
+4% +$216K ﹤0.01% 752
2024
Q2 		$7.11M Buy
86,830
+19,480
+29% +$1.67M 0.01% 515
2024
Q1 		$6.8M Buy
67,350
+25,230
+60% +$1.85M 0.01% 520
2023
Q4 		$1.2M Buy
+42,120
New +$1.17M ﹤0.01% 1145
2017
Q3 		– Sell
-80
Closed – – 3433
2017
Q2 		$0 Hold
80
– – ﹤0.01% 4809
2017
Q1 		$0 Hold
80
– – ﹤0.01% 4881
2016
Q4 		$0 Sell
80
-2,920
-97% -$7.36K ﹤0.01% 4817
2016
Q3 		$7K Hold
3,000
– – ﹤0.01% 3742
2016
Q2 		$7K Sell
3,000
-3,050
-50% -$8.37K ﹤0.01% 3481
2016
Q1 		$21K Sell
6,050
-2,950
-33% -$8.83K ﹤0.01% 2727
2015
Q4 		$22K Hold
9,000
– – ﹤0.01% 2780
2015
Q3 		$25K Buy
+9,000
New +$23.9K ﹤0.01% 2564
2015
Q2 		– Sell
-2,000
Closed -$7K – 2712
2015
Q1 		$7K Sell
2,000
-8,000
-80% -$29.4K ﹤0.01% 3404
2014
Q4 		$35K Buy
10,000
+6,000
+150% +$18.7K ﹤0.01% 2241
2014
Q3 		$12K Buy
+4,000
New +$10.4K ﹤0.01% 2845

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

Creative Planning's SMCI Position: Q2 2026 in Review

Creative Planning increased its Super Micro Computer (SMCI) stake by 12% in Q2 2026, buying an estimated $450K and bringing the position to 135,083 shares worth $3.96M. The position accounts for ﹤0.01% of the portfolio, ranked #1580.

Creative Planning first reported a position in SMCI in Q3 2014 and has held it in 22 quarters since. The position peaked at $7.11M in Q2 2024. 765 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

  • Creative Planning held 135,083 shares of Super Micro Computer worth $3.96M as of Q2 2026.
  • Creative Planning bought 14,112 Super Micro Computer shares in Q2 2026, an estimated $450K.
  • Super Micro Computer made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1580 holding.
  • Creative Planning first reported a position in Super Micro Computer in Q3 2014 and has held it in 22 quarters since.
  • Creative Planning's Super Micro Computer position peaked at $7.11M in Q2 2024.
  • 765 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.