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EP Wealth Advisors’s Super Micro Computer SMCI Stock Holding History

EP Wealth Advisors’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 		$1.93M Buy
+65,635
New +$2.09M 0.01% 586
2025
Q1 		– Sell
-7,897
Closed -$241K – 1363
2024
Q4 		$241K Buy
+7,897
New +$287K ﹤0.01% 970

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

EP Wealth Advisors's SMCI Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in Super Micro Computer (SMCI) in Q2 2026: 65,635 shares worth $1.93M. The stake represents 0.01% of the portfolio and ranks #586 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in SMCI as recently as Q4 2024.

EP Wealth Advisors first reported a position in SMCI in Q4 2024 and has held it in 2 quarters since. 773 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

  • EP Wealth Advisors held 65,635 shares of Super Micro Computer worth $1.93M as of Q2 2026.
  • Super Micro Computer was a new EP Wealth Advisors position in Q2 2026.
  • Super Micro Computer made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #586 holding.
  • EP Wealth Advisors first reported a position in Super Micro Computer in Q4 2024 and has held it in 2 quarters since.
  • 773 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.