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Grey Fox Wealth Advisors’s Super Micro Computer SMCI Stock Holding History

Grey Fox Wealth 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
2025
Q4 		– Sell
-200
Closed -$9.59K – 521
2025
Q3 		$9.59K Buy
+200
New +$9.55K ﹤0.01% 413

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Grey Fox Wealth Advisors's SMCI Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of Super Micro Computer (SMCI) in Q4 2025, closing a stake of 200 shares — an estimated $9.59K sold.

Grey Fox Wealth Advisors first reported a position in SMCI in Q3 2025 and held it in 1 quarter. The position peaked at $9.59K in Q3 2025. 756 funds tracked by Wall St. Rank hold SMCI as of Q4 2025.

  • Grey Fox Wealth Advisors reported no remaining Super Micro Computer position as of Q4 2025 after selling out during the quarter.
  • Grey Fox Wealth Advisors sold 200 Super Micro Computer shares in Q4 2025, an estimated $9.59K.
  • Grey Fox Wealth Advisors first reported a position in Super Micro Computer in Q3 2025 and held it in 1 quarter.
  • Grey Fox Wealth Advisors's Super Micro Computer position peaked at $9.59K in Q3 2025.
  • 756 funds tracked by Wall St. Rank held Super Micro Computer as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.