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Dynasty Wealth Management’s Super Micro Computer SMCI Stock Holding History

Dynasty Wealth Management’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 		$659K Buy
+22,470
New +$716K ﹤0.01% 228
2025
Q4 		– Sell
-4,836
Closed -$232K – 346
2025
Q3 		$232K Buy
+4,836
New +$231K ﹤0.01% 293

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

Dynasty Wealth Management's SMCI Position: Q2 2026 in Review

Dynasty Wealth Management opened a new position in Super Micro Computer (SMCI) in Q2 2026: 22,470 shares worth $659K. The stake represents ﹤0.01% of the portfolio and ranks #228 among its holdings. This is a return to the name: Dynasty Wealth Management previously reported a position in SMCI as recently as Q3 2025.

Dynasty Wealth Management first reported a position in SMCI in Q3 2025 and has held it in 2 quarters since. 772 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

  • Dynasty Wealth Management held 22,470 shares of Super Micro Computer worth $659K as of Q2 2026.
  • Super Micro Computer was a new Dynasty Wealth Management position in Q2 2026.
  • Super Micro Computer made up ﹤0.01% of Dynasty Wealth Management's portfolio in Q2 2026, its #228 holding.
  • Dynasty Wealth Management first reported a position in Super Micro Computer in Q3 2025 and has held it in 2 quarters since.
  • 772 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

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