Integrated Wealth Concepts’s Super Micro Computer SMCI Stock Holding History

Integrated Wealth Concepts’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	$697K	Sell	23,765 -7,276	-23%	-$232K	﹤0.01%	1454
2026 Q1	$707K	Buy	+31,041	New	+$931K	0.01%	1321
2025 Q4	–	Sell	-13,692	Closed	-$656K	–	1987
2025 Q3	$656K	Buy	+13,692	New	+$654K	0.01%	1201
2025 Q2	–	Sell	-14,393	Closed	-$493K	–	1991
2025 Q1	$493K	Sell	14,393 -1,427	-9%	-$54.1K	0.01%	1143
2024 Q4	$482K	Buy	15,820 +3,510	+29%	+$128K	0.01%	1133
2024 Q3	$513K	Sell	12,310 -90	-0.7%	-$5.48K	0.01%	1071
2024 Q2	$1.02M	Buy	12,400 +5,160	+71%	+$441K	0.01%	754
2024 Q1	$731K	Sell	7,240 -51,980	-88%	-$3.81M	0.01%	889
2023 Q4	$1.68M	Buy	59,220 +10,700	+22%	+$297K	0.03%	542
2023 Q3	$1.33M	Buy	48,520 +21,130	+77%	+$589K	0.02%	575
2023 Q2	$683K	Sell	27,390 -90,560	-77%	-$1.52M	0.01%	842
2023 Q1	$1.26M	Buy	+117,950	New	+$1.06M	0.03%	538

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

Integrated Wealth Concepts's SMCI Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Super Micro Computer (SMCI) stake by 23% in Q2 2026, selling an estimated $232K and leaving 23,765 shares worth $697K. The position accounts for ﹤0.01% of the portfolio, ranked #1454.

Integrated Wealth Concepts first reported a position in SMCI in Q1 2023 and has held it in 12 quarters since. The position peaked at $1.68M in Q4 2023. 773 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

Integrated Wealth Concepts held 23,765 shares of Super Micro Computer worth $697K as of Q2 2026.
Integrated Wealth Concepts sold 7,276 Super Micro Computer shares in Q2 2026, an estimated $232K.
Super Micro Computer made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1454 holding.
Integrated Wealth Concepts first reported a position in Super Micro Computer in Q1 2023 and has held it in 12 quarters since.
Integrated Wealth Concepts's Super Micro Computer position peaked at $1.68M in Q4 2023.
773 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.