DBRC
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D.B. Root & Company’s Super Micro Computer SMCI Stock Holding History

D.B. Root & Company’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
Q4 		– Sell
-4,206
Closed -$202K – 194
2025
Q3 		$202K Sell
4,206
-2,334
-36% -$111K 0.05% 182
2025
Q2 		$321K Sell
6,540
-206
-3% -$7.94K 0.09% 146
2025
Q1 		$231K Buy
+6,746
New +$256K 0.07% 157
2024
Q3 		– Sell
-5,190
Closed -$425K – 197
2024
Q2 		$425K Buy
+5,190
New +$444K 0.15% 120

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

D.B. Root & Company's SMCI Position: Q4 2025 in Review

D.B. Root & Company sold out of Super Micro Computer (SMCI) in Q4 2025, closing a stake of 4,206 shares — an estimated $202K sold.

D.B. Root & Company first reported a position in SMCI in Q2 2024 and held it in 4 quarters. The position peaked at $425K in Q2 2024. 758 funds tracked by Wall St. Rank hold SMCI as of Q4 2025.

  • D.B. Root & Company reported no remaining Super Micro Computer position as of Q4 2025 after selling out during the quarter.
  • D.B. Root & Company sold 4,206 Super Micro Computer shares in Q4 2025, an estimated $202K.
  • D.B. Root & Company first reported a position in Super Micro Computer in Q2 2024 and held it in 4 quarters.
  • D.B. Root & Company's Super Micro Computer position peaked at $425K in Q2 2024.
  • 758 funds tracked by Wall St. Rank held Super Micro Computer as of Q4 2025.

Based on D.B. Root & Company's 13F filing for Q4 2025, filed 3 Feb 2026.