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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
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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return
DE
Defiance ETFs New York $6.95B AUM