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

EverSource 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 		$69.8K Sell
2,380
-1,408
-37% -$44.9K ﹤0.01% 1573
2026
Q1 		$86.3K Buy
3,788
+939
+33% +$28.2K ﹤0.01% 1524
2025
Q4 		$83.4K Sell
2,849
-1,377
-33% -$56.7K ﹤0.01% 1409
2025
Q3 		$203K Buy
4,226
+747
+21% +$35.7K 0.01% 897
2025
Q2 		$171K Buy
3,479
+1,036
+42% +$39.9K 0.01% 930
2025
Q1 		$83.7K Buy
2,443
+12
+0.5% +$455 ﹤0.01% 983
2024
Q4 		$74.1K Sell
2,431
-3,219
-57% -$117K ﹤0.01% 1019
2024
Q3 		$235K Buy
5,650
+2,130
+61% +$130K 0.01% 506
2024
Q2 		$247K Buy
3,520
+2,110
+150% +$180K 0.02% 490
2024
Q1 		$121K Sell
1,410
-6,640
-82% -$487K 0.01% 642
2023
Q4 		$229K Buy
8,050
+190
+2% +$5.27K 0.02% 397
2023
Q3 		$216K Sell
7,860
-60
-0.8% -$1.67K 0.02% 384
2023
Q2 		$197K Hold
7,920
– – 0.02% 398
2023
Q1 		$84.4K Buy
7,920
+370
+5% +$3.34K 0.01% 603
2022
Q4 		$62K Buy
+7,550
New +$57.5K 0.01% 672

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
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

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

EverSource Wealth Advisors reduced its Super Micro Computer (SMCI) stake by 37% in Q2 2026, selling an estimated $44.9K and leaving 2,380 shares worth $69.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1573.

EverSource Wealth Advisors first reported a position in SMCI in Q4 2022 and has held it in 15 quarters since. The position peaked at $247K in Q2 2024. 767 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

  • EverSource Wealth Advisors held 2,380 shares of Super Micro Computer worth $69.8K as of Q2 2026.
  • EverSource Wealth Advisors sold 1,408 Super Micro Computer shares in Q2 2026, an estimated $44.9K.
  • Super Micro Computer made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1573 holding.
  • EverSource Wealth Advisors first reported a position in Super Micro Computer in Q4 2022 and has held it in 15 quarters since.
  • EverSource Wealth Advisors's Super Micro Computer position peaked at $247K in Q2 2024.
  • 767 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.