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Family Management’s Super Micro Computer SMCI Stock Holding History

Family 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
2025
Q4 		– Sell
-20,164
Closed -$967K – 314
2025
Q3 		$967K Buy
20,164
+164
+0.8% +$7.83K 0.13% 97
2025
Q2 		$980K Hold
20,000
– – 0.15% 97
2025
Q1 		$685K Hold
20,000
– – 0.11% 102
2024
Q4 		$610K Buy
+20,000
New +$727K 0.1% 105
2024
Q3 		– Sell
-5,020
Closed -$411K – 203
2024
Q2 		$411K Buy
5,020
+20
+0.4% +$1.71K 0.07% 110
2024
Q1 		$505K Buy
+5,000
New +$366K 0.09% 102

Other funds holding SMCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Family Management's SMCI Position: Q4 2025 in Review

Family Management sold out of Super Micro Computer (SMCI) in Q4 2025, closing a stake of 20,164 shares — an estimated $967K sold.

Family Management first reported a position in SMCI in Q1 2024 and held it in 6 quarters. The position peaked at $980K in Q2 2025. 756 funds tracked by Wall St. Rank hold SMCI as of Q4 2025.

  • Family Management reported no remaining Super Micro Computer position as of Q4 2025 after selling out during the quarter.
  • Family Management sold 20,164 Super Micro Computer shares in Q4 2025, an estimated $967K.
  • Family Management first reported a position in Super Micro Computer in Q1 2024 and held it in 6 quarters.
  • Family Management's Super Micro Computer position peaked at $980K in Q2 2025.
  • 756 funds tracked by Wall St. Rank held Super Micro Computer as of Q4 2025.

Based on Family Management's 13F filing for Q4 2025, filed 17 Feb 2026.