Great Valley Advisor Group’s Super Micro Computer SMCI Stock Holding History

Great Valley Advisor Group’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	$385K	Sell	13,143 -1,655	-11%	-$52.7K	0.01%	799
2026 Q1	$337K	Sell	14,798 -9,510	-39%	-$285K	0.01%	789
2025 Q4	$712K	Sell	24,308 -26,832	-52%	-$1.1M	0.01%	546
2025 Q3	$2.45M	Sell	51,140 -23,007	-31%	-$1.1M	0.05%	294
2025 Q2	$3.63M	Sell	74,147 -13,670	-16%	-$527K	0.08%	217
2025 Q1	$3.01M	Sell	87,817 -16,518	-16%	-$627K	0.06%	248
2024 Q4	$3.18M	Sell	104,335 -29,375	-22%	-$1.07M	0.07%	250
2024 Q3	$5.57M	Buy	133,710 +23,170	+21%	+$1.41M	0.14%	158
2024 Q2	$9.06M	Buy	110,540 +11,880	+12%	+$1.02M	0.25%	98
2024 Q1	$9.96M	Buy	98,660 +9,960	+11%	+$730K	0.3%	87
2023 Q4	$2.52M	Buy	88,700 +14,280	+19%	+$396K	0.09%	208
2023 Q3	$2.04M	Buy	74,420 +65,300	+716%	+$1.82M	0.08%	221
2023 Q2	$227K	Buy	+9,120	New	+$153K	0.01%	628

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

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

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

Great Valley Advisor Group's SMCI Position: Q2 2026 in Review

Great Valley Advisor Group reduced its Super Micro Computer (SMCI) stake by 11% in Q2 2026, selling an estimated $52.7K and leaving 13,143 shares worth $385K. The position accounts for 0.01% of the portfolio, ranked #799.

Great Valley Advisor Group first reported a position in SMCI in Q2 2023 and has held it in 13 quarters since. The position peaked at $9.96M in Q1 2024. 767 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

Great Valley Advisor Group held 13,143 shares of Super Micro Computer worth $385K as of Q2 2026.
Great Valley Advisor Group sold 1,655 Super Micro Computer shares in Q2 2026, an estimated $52.7K.
Super Micro Computer made up 0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #799 holding.
Great Valley Advisor Group first reported a position in Super Micro Computer in Q2 2023 and has held it in 13 quarters since.
Great Valley Advisor Group's Super Micro Computer position peaked at $9.96M in Q1 2024.
767 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.