Independent Advisor Alliance’s Super Micro Computer SMCI Stock Holding History

Independent Advisor Alliance’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	$459K	Buy	15,647 +1,701	+12%	+$54.2K	0.01%	698
2026 Q1	$318K	Sell	13,946 -139,288	-91%	-$4.18M	﹤0.01%	1298
2025 Q4	$4.49M	Sell	153,234 -6,895	-4%	-$284K	0.11%	149
2025 Q3	$7.68M	Sell	160,129 -14,650	-8%	-$700K	0.2%	81
2025 Q2	$8.57M	Sell	174,779 -28,379	-14%	-$1.09M	0.25%	68
2025 Q1	$6.96M	Buy	203,158 +11,420	+6%	+$433K	0.23%	77
2024 Q4	$5.84M	Buy	191,738 +24,078	+14%	+$875K	0.08%	239
2024 Q3	$6.98M	Buy	167,660 +29,430	+21%	+$1.79M	0.25%	76
2024 Q2	$11.3M	Buy	138,230 +21,970	+19%	+$1.88M	0.39%	42
2024 Q1	$11.7M	Sell	116,260 -69,060	-37%	-$5.06M	0.42%	45
2023 Q4	$5.27M	Buy	185,320 +40,970	+28%	+$1.14M	0.19%	91
2023 Q3	$3.96M	Buy	+144,350	New	+$4.03M	0.18%	103

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

Independent Advisor Alliance's SMCI Position: Q2 2026 in Review

Independent Advisor Alliance increased its Super Micro Computer (SMCI) stake by 12% in Q2 2026, buying an estimated $54.2K and bringing the position to 15,647 shares worth $459K. The position accounts for 0.01% of the portfolio, ranked #698.

Independent Advisor Alliance first reported a position in SMCI in Q3 2023 and has held it in 12 quarters since. The position peaked at $11.7M in Q1 2024. 772 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

Independent Advisor Alliance held 15,647 shares of Super Micro Computer worth $459K as of Q2 2026.
Independent Advisor Alliance bought 1,701 Super Micro Computer shares in Q2 2026, an estimated $54.2K.
Super Micro Computer made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #698 holding.
Independent Advisor Alliance first reported a position in Super Micro Computer in Q3 2023 and has held it in 12 quarters since.
Independent Advisor Alliance's Super Micro Computer position peaked at $11.7M in Q1 2024.
772 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.