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HB Wealth Management’s Super Micro Computer SMCI Stock Holding History

HB Wealth Management’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 		$428K Sell
14,606
-2,552
-15% -$81.3K ﹤0.01% 1189
2026
Q1 		$391K Buy
17,158
+1,182
+7% +$35.5K ﹤0.01% 1085
2025
Q4 		$468K Sell
15,976
-3,654
-19% -$150K ﹤0.01% 932
2025
Q3 		$941K Buy
19,630
+2,275
+13% +$109K 0.01% 627
2025
Q2 		$851K Sell
17,355
-1,586
-8% -$61.1K 0.01% 582
2025
Q1 		$649K Sell
18,941
-17,927
-49% -$680K 0.01% 684
2024
Q4 		$1.12M Buy
+36,868
New +$1.34M 0.01% 392
2024
Q3 		– Sell
-62,670
Closed -$5.13M – 1012
2024
Q2 		$5.13M Buy
62,670
+52,690
+528% +$4.5M 0.06% 149
2024
Q1 		$1.01M Sell
9,980
-9,650
-49% -$707K 0.01% 351
2023
Q4 		$558K Buy
+19,630
New +$544K 0.01% 427

Other funds holding SMCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

HB Wealth Management's SMCI Position: Q2 2026 in Review

HB Wealth Management reduced its Super Micro Computer (SMCI) stake by 15% in Q2 2026, selling an estimated $81.3K and leaving 14,606 shares worth $428K. The position accounts for ﹤0.01% of the portfolio, ranked #1189.

HB Wealth Management first reported a position in SMCI in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.13M in Q2 2024. 767 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

  • HB Wealth Management held 14,606 shares of Super Micro Computer worth $428K as of Q2 2026.
  • HB Wealth Management sold 2,552 Super Micro Computer shares in Q2 2026, an estimated $81.3K.
  • Super Micro Computer made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1189 holding.
  • HB Wealth Management first reported a position in Super Micro Computer in Q4 2023 and has held it in 10 quarters since.
  • HB Wealth Management's Super Micro Computer position peaked at $5.13M in Q2 2024.
  • 767 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.