Foundations Investment Advisors’s Super Micro Computer SMCI Stock Holding History

Foundations Investment 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	$499K	Sell	17,004 -428	-2%	-$13.6K	0.01%	782
2026 Q1	$397K	Sell	17,432 -1,751	-9%	-$52.5K	﹤0.01%	796
2025 Q4	$561K	Sell	19,183 -7,564	-28%	-$311K	0.01%	681
2025 Q3	$1.28M	Sell	26,747 -9,007	-25%	-$430K	0.02%	412
2025 Q2	$1.75M	Sell	35,754 -2,829	-7%	-$109K	0.03%	327
2025 Q1	$1.32M	Buy	38,583 +6,314	+20%	+$240K	0.02%	354
2024 Q4	$984K	Buy	32,269 +11,199	+53%	+$407K	0.02%	400
2024 Q3	$877K	Buy	21,070 +4,190	+25%	+$255K	0.02%	383
2024 Q2	$1.38M	Buy	16,880 +2,090	+14%	+$179K	0.03%	286
2024 Q1	$1.49M	Sell	14,790 -600	-4%	-$44K	0.04%	263
2023 Q4	$898K	Buy	+15,390	New	+$427K	0.02%	326

Other funds holding SMCI

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Foundations Investment Advisors's SMCI Position: Q2 2026 in Review

Foundations Investment Advisors reduced its Super Micro Computer (SMCI) stake by 2.5% in Q2 2026, selling an estimated $13.6K and leaving 17,004 shares worth $499K. The position accounts for 0.01% of the portfolio, ranked #782.

Foundations Investment Advisors first reported a position in SMCI in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.75M in Q2 2025. 770 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

Foundations Investment Advisors held 17,004 shares of Super Micro Computer worth $499K as of Q2 2026.
Foundations Investment Advisors sold 428 Super Micro Computer shares in Q2 2026, an estimated $13.6K.
Super Micro Computer made up 0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #782 holding.
Foundations Investment Advisors first reported a position in Super Micro Computer in Q4 2023 and has held it in 11 quarters since.
Foundations Investment Advisors's Super Micro Computer position peaked at $1.75M in Q2 2025.
770 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.