CreativeOne Wealth’s Super Micro Computer SMCI Stock Holding History

CreativeOne 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	$405K	Sell	13,797 -668	-5%	-$21.3K	0.01%	874
2026 Q1	$329K	Buy	14,465 +3,734	+35%	+$112K	0.01%	948
2025 Q4	$314K	Buy	10,731 +1,504	+16%	+$61.9K	0.01%	932
2025 Q3	$442K	Sell	9,227 -8,277	-47%	-$395K	0.01%	808
2025 Q2	$858K	Sell	17,504 -383	-2%	-$14.8K	0.02%	584
2025 Q1	$612K	Buy	17,887 +2,895	+19%	+$110K	0.02%	623
2024 Q4	$457K	Buy	+14,992	New	+$545K	0.01%	719
2024 Q3	–	Sell	-7,580	Closed	-$621K	–	980
2024 Q2	$621K	Sell	7,580 -30,660	-80%	-$2.62M	0.03%	427
2024 Q1	$3.86M	Buy	+38,240	New	+$2.8M	0.15%	132
2023 Q4	–	Sell	-9,090	Closed	-$249K	–	669
2023 Q3	$249K	Sell	9,090 -37,600	-81%	-$1.05M	0.02%	487
2023 Q2	$1.16M	Buy	+46,690	New	+$782K	0.05%	301

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

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

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

CreativeOne Wealth's SMCI Position: Q2 2026 in Review

CreativeOne Wealth reduced its Super Micro Computer (SMCI) stake by 4.6% in Q2 2026, selling an estimated $21.3K and leaving 13,797 shares worth $405K. The position accounts for 0.01% of the portfolio, ranked #874.

CreativeOne Wealth first reported a position in SMCI in Q2 2023 and has held it in 11 quarters since. The position peaked at $3.86M in Q1 2024. 767 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

CreativeOne Wealth held 13,797 shares of Super Micro Computer worth $405K as of Q2 2026.
CreativeOne Wealth sold 668 Super Micro Computer shares in Q2 2026, an estimated $21.3K.
Super Micro Computer made up 0.01% of CreativeOne Wealth's portfolio in Q2 2026, its #874 holding.
CreativeOne Wealth first reported a position in Super Micro Computer in Q2 2023 and has held it in 11 quarters since.
CreativeOne Wealth's Super Micro Computer position peaked at $3.86M in Q1 2024.
767 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.