Curio Wealth’s Super Micro Computer SMCI Stock Holding History

Curio 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	–	Sell	-13	Closed	-$296	–	967
2026 Q1	$296	Sell	13 -38	-75%	-$1.14K	﹤0.01%	644
2025 Q4	$1.56K	Buy	+51	New	+$2.1K	﹤0.01%	353

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

Curio Wealth's SMCI Position: Q2 2026 in Review

Curio Wealth sold out of Super Micro Computer (SMCI) in Q2 2026, closing a stake of 13 shares — an estimated $296 sold.

Curio Wealth first reported a position in SMCI in Q4 2025 and held it in 2 quarters. The position peaked at $1.56K in Q4 2025. 773 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

Curio Wealth reported no remaining Super Micro Computer position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 13 Super Micro Computer shares in Q2 2026, an estimated $296.
Curio Wealth first reported a position in Super Micro Computer in Q4 2025 and held it in 2 quarters.
Curio Wealth's Super Micro Computer position peaked at $1.56K in Q4 2025.
773 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.