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

HighMark 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
2025 Q3	–	Sell	-400	Closed	-$19.6K	–	662
2025 Q2	$19.6K	Buy	+400	New	+$15.4K	0.01%	225
2024 Q4	–	Sell	-120	Closed	-$4.87K	–	612
2024 Q3	$4.87K	Buy	+120	New	+$7.3K	﹤0.01%	405
2024 Q2	–	Sell	-100	Closed	-$10.1K	–	613
2024 Q1	$10.1K	Buy	+100	New	+$7.33K	0.01%	278

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

HighMark Wealth Management's SMCI Position: Q3 2025 in Review

HighMark Wealth Management sold out of Super Micro Computer (SMCI) in Q3 2025, closing a stake of 400 shares — an estimated $19.6K sold.

HighMark Wealth Management first reported a position in SMCI in Q1 2024 and held it in 3 quarters. The position peaked at $19.6K in Q2 2025. 849 funds tracked by Wall St. Rank hold SMCI as of Q3 2025.

HighMark Wealth Management reported no remaining Super Micro Computer position as of Q3 2025 after selling out during the quarter.
HighMark Wealth Management sold 400 Super Micro Computer shares in Q3 2025, an estimated $19.6K.
HighMark Wealth Management first reported a position in Super Micro Computer in Q1 2024 and held it in 3 quarters.
HighMark Wealth Management's Super Micro Computer position peaked at $19.6K in Q2 2025.
849 funds tracked by Wall St. Rank held Super Micro Computer as of Q3 2025.

Based on HighMark Wealth Management's 13F filing for Q3 2025, filed 20 Oct 2025.