Kestra Private Wealth Services’s Super Micro Computer SMCI Stock Holding History

Kestra Private Wealth 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	$642K	Sell	21,884 -2,534	-10%	-$80.7K	0.01%	1116
2026 Q1	$556K	Sell	24,418 -5,656	-19%	-$170K	0.01%	1144
2025 Q4	$880K	Sell	30,074 -18,011	-37%	-$742K	0.01%	863
2025 Q3	$2.31M	Sell	48,085 -8,742	-15%	-$417K	0.03%	485
2025 Q2	$2.79M	Buy	56,827 +22,808	+67%	+$879K	0.04%	412
2025 Q1	$1.16M	Buy	34,019 +7,950	+30%	+$302K	0.02%	624
2024 Q4	$795K	Sell	26,069 -2,281	-8%	-$82.9K	0.01%	736
2024 Q3	$1.18M	Sell	28,350 -12,980	-31%	-$790K	0.02%	558
2024 Q2	$3.39M	Buy	41,330 +30,900	+296%	+$2.64M	0.07%	275
2024 Q1	$1.05M	Buy	+10,430	New	+$764K	0.02%	544

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 $3.38T AUM 44.17% 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 Private Wealth Services's SMCI Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Super Micro Computer (SMCI) stake by 10% in Q2 2026, selling an estimated $80.7K and leaving 21,884 shares worth $642K. The position accounts for 0.01% of the portfolio, ranked #1116.

Kestra Private Wealth Services first reported a position in SMCI in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.39M in Q2 2024. 773 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

Kestra Private Wealth Services held 21,884 shares of Super Micro Computer worth $642K as of Q2 2026.
Kestra Private Wealth Services sold 2,534 Super Micro Computer shares in Q2 2026, an estimated $80.7K.
Super Micro Computer made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1116 holding.
Kestra Private Wealth Services first reported a position in Super Micro Computer in Q1 2024 and has held it in 10 quarters since.
Kestra Private Wealth Services's Super Micro Computer position peaked at $3.39M in Q2 2024.
773 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

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