Diversified Trust’s Super Micro Computer SMCI Stock Holding History

Diversified Trust’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 Q3	$442K	Buy	+10,755	New	+$366K	0.01%	731
2024 Q3	–	Sell	-8,780	Closed	-$719K	–	966
2024 Q2	$719K	Sell	8,780 -8,140	-48%	-$696K	0.02%	435
2024 Q1	$1.71M	Sell	16,920 -3,500	-17%	-$256K	0.05%	217
2023 Q4	$580K	Buy	20,420 +1,040	+5%	+$28.8K	0.02%	453
2023 Q3	$531K	Buy	19,380 +1,950	+11%	+$54.4K	0.02%	444
2023 Q2	$434K	Buy	+17,430	New	+$292K	0.02%	513
2015 Q1	–	Sell	-103,600	Closed	-$361K	–	512
2014 Q4	$361K	Buy	+103,600	New	+$323K	0.03%	383
2014 Q2	$667K	Buy	+263,800	New	+$546K	0.06%	316

Other funds holding SMCI

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Diversified Trust's SMCI Position: Q3 2026 in Review

Diversified Trust opened a new position in Super Micro Computer (SMCI) in Q3 2026: 10,755 shares worth $442K. The stake represents 0.01% of the portfolio and ranks #731 among its holdings. This is a return to the name: Diversified Trust previously reported a position in SMCI as recently as Q2 2024.

Diversified Trust first reported a position in SMCI in Q2 2014 and has held it in 8 quarters since. The position peaked at $1.71M in Q1 2024. 402 funds tracked by Wall St. Rank hold SMCI as of Q3 2026.

Diversified Trust held 10,755 shares of Super Micro Computer worth $442K as of Q3 2026.
Super Micro Computer was a new Diversified Trust position in Q3 2026.
Super Micro Computer made up 0.01% of Diversified Trust's portfolio in Q3 2026, its #731 holding.
Diversified Trust first reported a position in Super Micro Computer in Q2 2014 and has held it in 8 quarters since.
Diversified Trust's Super Micro Computer position peaked at $1.71M in Q1 2024.
402 funds tracked by Wall St. Rank held Super Micro Computer as of Q3 2026.

Based on Diversified Trust's 13F filing for Q3 2026, filed 6 Nov 2026.