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
2024 Q3	–	Hold	0	–	-$492K	–	512
2024 Q2	–	Hold	0	–	–	–	356

Other funds holding SMCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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. 757 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.
757 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.