GoalVest Advisory’s Super Micro Computer SMCI Stock Holding History

GoalVest 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
2025 Q2	–	Sell	-5	Closed	-$171	–	506
2025 Q1	$171	Buy	+5	New	+$190	﹤0.01%	470

Other funds holding SMCI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

GoalVest Advisory's SMCI Position: Q2 2025 in Review

GoalVest Advisory sold out of Super Micro Computer (SMCI) in Q2 2025, closing a stake of 5 shares — an estimated $171 sold.

GoalVest Advisory first reported a position in SMCI in Q1 2025 and held it in 1 quarter. The position peaked at $171 in Q1 2025. 832 funds tracked by Wall St. Rank hold SMCI as of Q2 2025.

GoalVest Advisory reported no remaining Super Micro Computer position as of Q2 2025 after selling out during the quarter.
GoalVest Advisory sold 5 Super Micro Computer shares in Q2 2025, an estimated $171.
GoalVest Advisory first reported a position in Super Micro Computer in Q1 2025 and held it in 1 quarter.
GoalVest Advisory's Super Micro Computer position peaked at $171 in Q1 2025.
832 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2025.

Based on GoalVest Advisory's 13F filing for Q2 2025, filed 1 Aug 2025.