Financial Advocates Investment Management’s Super Micro Computer SMCI Stock Holding History

Financial Advocates Investment 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 Q3	–	Sell	-13,670	Closed	-$670K	–	503
2025 Q2	$670K	Buy	13,670 +2,858	+26%	+$110K	0.05%	296
2025 Q1	$370K	Sell	10,812 -457	-4%	-$17.3K	0.03%	502
2024 Q4	$343K	Sell	11,269 -721	-6%	-$26.2K	0.02%	560
2024 Q3	$499K	Buy	11,990 +5,150	+75%	+$313K	0.03%	456
2024 Q2	$560K	Hold	6,840	–	–	0.03%	407
2024 Q1	$691K	Sell	6,840 -13,660	-67%	-$1M	0.04%	385
2023 Q4	$583K	Buy	20,500 +500	+3%	+$13.9K	0.04%	397
2023 Q3	$548K	Sell	20,000 -5,000	-20%	-$139K	0.04%	389
2023 Q2	$623K	Hold	25,000	–	–	0.04%	356
2023 Q1	$266K	Buy	+25,000	New	+$226K	0.02%	590

Other funds holding SMCI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

DGI

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Financial Advocates Investment Management's SMCI Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Super Micro Computer (SMCI) in Q3 2025, closing a stake of 13,670 shares — an estimated $670K sold.

Financial Advocates Investment Management first reported a position in SMCI in Q1 2023 and held it in 10 quarters. The position peaked at $691K in Q1 2024. 850 funds tracked by Wall St. Rank hold SMCI as of Q3 2025.

Financial Advocates Investment Management reported no remaining Super Micro Computer position as of Q3 2025 after selling out during the quarter.
Financial Advocates Investment Management sold 13,670 Super Micro Computer shares in Q3 2025, an estimated $670K.
Financial Advocates Investment Management first reported a position in Super Micro Computer in Q1 2023 and held it in 10 quarters.
Financial Advocates Investment Management's Super Micro Computer position peaked at $691K in Q1 2024.
850 funds tracked by Wall St. Rank held Super Micro Computer as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.