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Econ Financial Services’s Super Micro Computer SMCI Stock Holding History

Econ Financial Services’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
Q3 		– Sell
-15,574
Closed -$763K – 101
2025
Q2 		$763K Buy
+15,574
New +$600K 0.39% 62

Other funds holding SMCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Econ Financial Services's SMCI Position: Q3 2025 in Review

Econ Financial Services sold out of Super Micro Computer (SMCI) in Q3 2025, closing a stake of 15,574 shares — an estimated $763K sold.

Econ Financial Services first reported a position in SMCI in Q2 2025 and held it in 1 quarter. The position peaked at $763K in Q2 2025. 849 funds tracked by Wall St. Rank hold SMCI as of Q3 2025.

  • Econ Financial Services reported no remaining Super Micro Computer position as of Q3 2025 after selling out during the quarter.
  • Econ Financial Services sold 15,574 Super Micro Computer shares in Q3 2025, an estimated $763K.
  • Econ Financial Services first reported a position in Super Micro Computer in Q2 2025 and held it in 1 quarter.
  • Econ Financial Services's Super Micro Computer position peaked at $763K in Q2 2025.
  • 849 funds tracked by Wall St. Rank held Super Micro Computer as of Q3 2025.

Based on Econ Financial Services's 13F filing for Q3 2025, filed 21 Oct 2025.