Erste Asset Management’s Super Micro Computer SMCI Stock Holding History

Erste Asset 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	–	Sell	-7,500	Closed	-$158K	–	666
2026 Q1	$158K	Hold	7,500	–	–	﹤0.01%	566
2025 Q4	$226K	Sell	7,500 -3,555	-32%	-$146K	﹤0.01%	543
2025 Q3	$513K	Sell	11,055 -370,000	-97%	-$17.7M	0.01%	476
2025 Q2	$18.1M	Buy	+381,055	New	+$14.7M	0.15%	141
2024 Q3	–	Sell	-30,000	Closed	-$1.83M	–	569
2024 Q2	$2.67M	Sell	30,000 -440	-1%	-$37.6K	0.04%	280
2024 Q1	$3.11M	Buy	+30,440	New	+$2.23M	0.04%	267

Other funds holding SMCI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Erste Asset Management's SMCI Position: Q2 2026 in Review

Erste Asset Management sold out of Super Micro Computer (SMCI) in Q2 2026, closing a stake of 7,500 shares — an estimated $158K sold.

Erste Asset Management first reported a position in SMCI in Q1 2024 and held it in 6 quarters. The position peaked at $18.1M in Q2 2025. 770 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

Erste Asset Management reported no remaining Super Micro Computer position as of Q2 2026 after selling out during the quarter.
Erste Asset Management sold 7,500 Super Micro Computer shares in Q2 2026, an estimated $158K.
Erste Asset Management first reported a position in Super Micro Computer in Q1 2024 and held it in 6 quarters.
Erste Asset Management's Super Micro Computer position peaked at $18.1M in Q2 2025.
770 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on Erste Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.