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 Q2	$929K	Sell	31,673 -7,367	-19%	-$235K	﹤0.01%	1893
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 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

Kestra Advisory Services's SMCI Position: Q2 2026 in Review

Kestra Advisory Services reduced its Super Micro Computer (SMCI) stake by 19% in Q2 2026, selling an estimated $235K and leaving 31,673 shares worth $929K. The position accounts for ﹤0.01% of the portfolio, ranked #1893.

Kestra Advisory Services first reported a position in SMCI in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.69M in Q2 2025. 773 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

Kestra Advisory Services held 31,673 shares of Super Micro Computer worth $929K as of Q2 2026.
Kestra Advisory Services sold 7,367 Super Micro Computer shares in Q2 2026, an estimated $235K.
Super Micro Computer made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1893 holding.
Kestra Advisory Services first reported a position in Super Micro Computer in Q4 2022 and has held it in 15 quarters since.
Kestra Advisory Services's Super Micro Computer position peaked at $6.69M in Q2 2025.
773 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.