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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
DE
Defiance ETFs New York $6.98B AUM

Independent Advisor Alliance's SMCI Position: Q1 2026 in Review

Independent Advisor Alliance reduced its Super Micro Computer (SMCI) stake by 91% in Q1 2026, selling an estimated $4.18M and leaving 13,946 shares worth $318K. The position accounts for ﹤0.01% of the portfolio, ranked #1298.

Independent Advisor Alliance first reported a position in SMCI in Q3 2023 and has held it in 11 quarters since. The position peaked at $11.7M in Q1 2024. 706 funds tracked by Wall St. Rank hold SMCI as of Q1 2026.

  • Independent Advisor Alliance held 13,946 shares of Super Micro Computer worth $318K as of Q1 2026.
  • Independent Advisor Alliance sold 139,288 Super Micro Computer shares in Q1 2026, an estimated $4.18M.
  • Super Micro Computer made up ﹤0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1298 holding.
  • Independent Advisor Alliance first reported a position in Super Micro Computer in Q3 2023 and has held it in 11 quarters since.
  • Independent Advisor Alliance's Super Micro Computer position peaked at $11.7M in Q1 2024.
  • 706 funds tracked by Wall St. Rank held Super Micro Computer as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.