EAM
SMCI icon

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
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 – 826
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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return
DE
Defiance ETFs New York $6.95B AUM