Golden State Equity Partners’s Super Micro Computer SMCI Stock Holding History

Golden State Equity Partners’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	$586	Sell	20 -14,600	-100%	-$465K	﹤0.01%	350
2026 Q1	$333K	Buy	14,620 +5,600	+62%	+$168K	0.03%	549
2025 Q4	$264K	Buy	9,020 +194	+2%	+$7.99K	0.04%	420
2025 Q3	$423K	Sell	8,826 -524	-6%	-$25K	0.07%	293
2025 Q2	$458K	Buy	9,350 +743	+9%	+$28.6K	0.08%	261
2025 Q1	$295K	Sell	8,607 -997	-10%	-$37.8K	0.06%	341
2024 Q4	$293K	Buy	+9,604	New	+$349K	0.06%	338
2024 Q3	–	Sell	-6,070	Closed	-$497K	–	922
2024 Q2	$497K	Buy	+6,070	New	+$519K	0.1%	216

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

Golden State Equity Partners's SMCI Position: Q2 2026 in Review

Golden State Equity Partners reduced its Super Micro Computer (SMCI) stake by 100% in Q2 2026, selling an estimated $465K and leaving 20 shares worth $586. The position accounts for ﹤0.01% of the portfolio, ranked #350.

Golden State Equity Partners first reported a position in SMCI in Q2 2024 and has held it in 8 quarters since. The position peaked at $497K in Q2 2024. 772 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

Golden State Equity Partners held 20 shares of Super Micro Computer worth $586 as of Q2 2026.
Golden State Equity Partners sold 14,600 Super Micro Computer shares in Q2 2026, an estimated $465K.
Super Micro Computer made up ﹤0.01% of Golden State Equity Partners's portfolio in Q2 2026, its #350 holding.
Golden State Equity Partners first reported a position in Super Micro Computer in Q2 2024 and has held it in 8 quarters since.
Golden State Equity Partners's Super Micro Computer position peaked at $497K in Q2 2024.
772 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.