Global Assets Advisory’s Super Micro Computer SMCI Stock Holding History

Global Assets Advisory’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	$247K	Sell	8,752 -225	-3%	-$7.17K	0.05%	291
2026 Q1	$204K	Sell	8,977 -795	-8%	-$23.9K	0.06%	211
2025 Q4	$286K	Sell	9,772 -300	-3%	-$12.4K	0.08%	226
2025 Q3	$483K	Sell	10,072 -1,975	-16%	-$94.3K	0.14%	153
2025 Q2	$569K	Sell	12,047 -26,500	-69%	-$1.02M	0.22%	102
2025 Q1	$1.33M	Buy	38,547 +24,805	+181%	+$941K	0.25%	87
2024 Q4	$413K	Sell	13,742 -271,758	-95%	-$9.88M	0.23%	97
2024 Q3	$1.16M	Buy	+285,500	New	+$17.4M	0.63%	40

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

Global Assets Advisory's SMCI Position: Q2 2026 in Review

Global Assets Advisory reduced its Super Micro Computer (SMCI) stake by 2.5% in Q2 2026, selling an estimated $7.17K and leaving 8,752 shares worth $247K. The position accounts for 0.05% of the portfolio, ranked #291.

Global Assets Advisory first reported a position in SMCI in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.33M in Q1 2025. 770 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

Global Assets Advisory held 8,752 shares of Super Micro Computer worth $247K as of Q2 2026.
Global Assets Advisory sold 225 Super Micro Computer shares in Q2 2026, an estimated $7.17K.
Super Micro Computer made up 0.05% of Global Assets Advisory's portfolio in Q2 2026, its #291 holding.
Global Assets Advisory first reported a position in Super Micro Computer in Q3 2024 and has held it in 8 quarters since.
Global Assets Advisory's Super Micro Computer position peaked at $1.33M in Q1 2025.
770 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on Global Assets Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.