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Journey Strategic Wealth’s Super Micro Computer SMCI Stock Holding History

Journey Strategic Wealth’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
-6,608
Closed -$317K – 817
2025
Q3 		$317K Buy
6,608
+36
+0.5% +$1.72K 0.01% 455
2025
Q2 		$322K Buy
+6,572
New +$253K 0.01% 401

Other funds holding SMCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Journey Strategic Wealth's SMCI Position: Q4 2025 in Review

Journey Strategic Wealth sold out of Super Micro Computer (SMCI) in Q4 2025, closing a stake of 6,608 shares — an estimated $317K sold.

Journey Strategic Wealth first reported a position in SMCI in Q2 2025 and held it in 2 quarters. The position peaked at $322K in Q2 2025. 757 funds tracked by Wall St. Rank hold SMCI as of Q4 2025.

  • Journey Strategic Wealth reported no remaining Super Micro Computer position as of Q4 2025 after selling out during the quarter.
  • Journey Strategic Wealth sold 6,608 Super Micro Computer shares in Q4 2025, an estimated $317K.
  • Journey Strategic Wealth first reported a position in Super Micro Computer in Q2 2025 and held it in 2 quarters.
  • Journey Strategic Wealth's Super Micro Computer position peaked at $322K in Q2 2025.
  • 757 funds tracked by Wall St. Rank held Super Micro Computer as of Q4 2025.

Based on Journey Strategic Wealth's 13F filing for Q4 2025, filed 13 Feb 2026.