Independent Solutions Wealth Management’s Super Micro Computer SMCI Stock Holding History

Independent Solutions 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 Q4	–	Sell	-7,110	Closed	-$341K	–	182
2025 Q3	$341K	Sell	7,110 -2,027	-22%	-$96.8K	0.06%	146
2025 Q2	$448K	Sell	9,137 -300	-3%	-$11.6K	0.09%	129
2025 Q1	$323K	Buy	9,437 +1,000	+12%	+$37.9K	0.07%	145
2024 Q4	$257K	Buy	+8,437	New	+$307K	0.06%	151
2024 Q3	–	Sell	-28,370	Closed	-$2.32M	–	174
2024 Q2	$2.32M	Buy	28,370 +750	+3%	+$64.1K	0.53%	59
2024 Q1	$2.79M	Sell	27,620 -6,390	-19%	-$468K	0.66%	44
2023 Q4	$967K	Buy	34,010 +18,550	+120%	+$514K	0.25%	95
2023 Q3	$424K	Buy	15,460 +140	+0.9%	+$3.9K	0.11%	139
2023 Q2	$382K	Buy	+15,320	New	+$257K	0.1%	147

Other funds holding SMCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Independent Solutions Wealth Management's SMCI Position: Q4 2025 in Review

Independent Solutions Wealth Management sold out of Super Micro Computer (SMCI) in Q4 2025, closing a stake of 7,110 shares — an estimated $341K sold.

Independent Solutions Wealth Management first reported a position in SMCI in Q2 2023 and held it in 9 quarters. The position peaked at $2.79M in Q1 2024. 758 funds tracked by Wall St. Rank hold SMCI as of Q4 2025.

Independent Solutions Wealth Management reported no remaining Super Micro Computer position as of Q4 2025 after selling out during the quarter.
Independent Solutions Wealth Management sold 7,110 Super Micro Computer shares in Q4 2025, an estimated $341K.
Independent Solutions Wealth Management first reported a position in Super Micro Computer in Q2 2023 and held it in 9 quarters.
Independent Solutions Wealth Management's Super Micro Computer position peaked at $2.79M in Q1 2024.
758 funds tracked by Wall St. Rank held Super Micro Computer as of Q4 2025.

Based on Independent Solutions Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.