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
2025 Q1	–	Sell	-7,897	Closed	-$241K	–	1363
2024 Q4	$241K	Buy	+7,897	New	+$287K	﹤0.01%	970

Other funds holding SMCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

EP Wealth Advisors's SMCI Position: Q1 2025 in Review

EP Wealth Advisors sold out of Super Micro Computer (SMCI) in Q1 2025, closing a stake of 7,897 shares — an estimated $241K sold.

EP Wealth Advisors first reported a position in SMCI in Q4 2024 and held it in 1 quarter. The position peaked at $241K in Q4 2024. 760 funds tracked by Wall St. Rank hold SMCI as of Q1 2025.

EP Wealth Advisors reported no remaining Super Micro Computer position as of Q1 2025 after selling out during the quarter.
EP Wealth Advisors sold 7,897 Super Micro Computer shares in Q1 2025, an estimated $241K.
EP Wealth Advisors first reported a position in Super Micro Computer in Q4 2024 and held it in 1 quarter.
EP Wealth Advisors's Super Micro Computer position peaked at $241K in Q4 2024.
760 funds tracked by Wall St. Rank held Super Micro Computer as of Q1 2025.

Based on EP Wealth Advisors's 13F filing for Q1 2025, filed 15 May 2025.