EWA
SMCI icon

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

Exencial 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
Q4 		– Sell
-9,371
Closed -$449K – 564
2025
Q3 		$449K Buy
+9,371
New +$447K 0.01% 393
2024
Q3 		– Sell
-4,300
Closed -$352K – 513
2024
Q2 		$352K Buy
+4,300
New +$368K 0.01% 409

Other funds holding SMCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
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

Exencial Wealth Advisors's SMCI Position: Q4 2025 in Review

Exencial Wealth Advisors sold out of Super Micro Computer (SMCI) in Q4 2025, closing a stake of 9,371 shares — an estimated $449K sold.

Exencial Wealth Advisors first reported a position in SMCI in Q2 2024 and held it in 2 quarters. The position peaked at $449K in Q3 2025. 759 funds tracked by Wall St. Rank hold SMCI as of Q4 2025.

  • Exencial Wealth Advisors reported no remaining Super Micro Computer position as of Q4 2025 after selling out during the quarter.
  • Exencial Wealth Advisors sold 9,371 Super Micro Computer shares in Q4 2025, an estimated $449K.
  • Exencial Wealth Advisors first reported a position in Super Micro Computer in Q2 2024 and held it in 2 quarters.
  • Exencial Wealth Advisors's Super Micro Computer position peaked at $449K in Q3 2025.
  • 759 funds tracked by Wall St. Rank held Super Micro Computer as of Q4 2025.

Based on Exencial Wealth Advisors's 13F filing for Q4 2025, filed 30 Jan 2026.