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Evelyn Partners Investment Management Services’s Super Micro Computer SMCI Stock Holding History

Evelyn Partners Investment Management 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
Q4 		– Sell
-1,480
Closed -$71K – 276
2025
Q3 		$71K Hold
1,480
– – 0.01% 163
2025
Q2 		$72.5K Hold
1,480
– – 0.01% 154
2025
Q1 		$50.7K Hold
1,480
– – 0.01% 162
2024
Q4 		$45.1K Buy
+1,480
New +$53.8K 0.01% 174

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State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Evelyn Partners Investment Management Services's SMCI Position: Q4 2025 in Review

Evelyn Partners Investment Management Services sold out of Super Micro Computer (SMCI) in Q4 2025, closing a stake of 1,480 shares — an estimated $71K sold.

Evelyn Partners Investment Management Services first reported a position in SMCI in Q4 2024 and held it in 4 quarters. The position peaked at $72.5K in Q2 2025. 759 funds tracked by Wall St. Rank hold SMCI as of Q4 2025.

  • Evelyn Partners Investment Management Services reported no remaining Super Micro Computer position as of Q4 2025 after selling out during the quarter.
  • Evelyn Partners Investment Management Services sold 1,480 Super Micro Computer shares in Q4 2025, an estimated $71K.
  • Evelyn Partners Investment Management Services first reported a position in Super Micro Computer in Q4 2024 and held it in 4 quarters.
  • Evelyn Partners Investment Management Services's Super Micro Computer position peaked at $72.5K in Q2 2025.
  • 759 funds tracked by Wall St. Rank held Super Micro Computer as of Q4 2025.

Based on Evelyn Partners Investment Management Services's 13F filing for Q4 2025, filed 13 Feb 2026.