KAS
SMCI icon

Kestra Advisory Services’s Super Micro Computer SMCI Stock Holding History

Kestra Advisory Services’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 		$889K Buy
39,040
+4,788
+14% +$144K ﹤0.01% 1815
2025
Q4 		$1M Sell
34,252
-89,533
-72% -$3.69M ﹤0.01% 1646
2025
Q3 		$5.93M Sell
123,785
-12,686
-9% -$606K 0.03% 596
2025
Q2 		$6.69M Buy
136,471
+99,845
+273% +$3.85M 0.03% 516
2025
Q1 		$1.25M Sell
36,626
-7,748
-17% -$294K 0.01% 1253
2024
Q4 		$1.35M Sell
44,374
-16,566
-27% -$602K 0.01% 1220
2024
Q3 		$2.54M Sell
60,940
-2,180
-3% -$133K 0.01% 845
2024
Q2 		$5.17M Buy
63,120
+8,520
+16% +$728K 0.03% 581
2024
Q1 		$5.51M Sell
54,600
-17,620
-24% -$1.29M 0.04% 487
2023
Q4 		$2.05M Buy
72,220
+9,210
+15% +$255K 0.02% 779
2023
Q3 		$1.73M Sell
63,010
-3,270
-5% -$91.2K 0.02% 742
2023
Q2 		$1.65M Buy
66,280
+22,250
+51% +$373K 0.02% 752
2023
Q1 		$469K Sell
44,030
-26,020
-37% -$235K 0.01% 1319
2022
Q4 		$575K Buy
+70,050
New +$533K 0.01% 1323

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

Kestra Advisory Services's SMCI Position: Q1 2026 in Review

Kestra Advisory Services increased its Super Micro Computer (SMCI) stake by 14% in Q1 2026, buying an estimated $144K and bringing the position to 39,040 shares worth $889K. The position accounts for ﹤0.01% of the portfolio, ranked #1815.

Kestra Advisory Services first reported a position in SMCI in Q4 2022 and has held it in 14 quarters since. The position peaked at $6.69M in Q2 2025. 706 funds tracked by Wall St. Rank hold SMCI as of Q1 2026.

  • Kestra Advisory Services held 39,040 shares of Super Micro Computer worth $889K as of Q1 2026.
  • Kestra Advisory Services bought 4,788 Super Micro Computer shares in Q1 2026, an estimated $144K.
  • Super Micro Computer made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #1815 holding.
  • Kestra Advisory Services first reported a position in Super Micro Computer in Q4 2022 and has held it in 14 quarters since.
  • Kestra Advisory Services's Super Micro Computer position peaked at $6.69M in Q2 2025.
  • 706 funds tracked by Wall St. Rank held Super Micro Computer as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.