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Kingswood Wealth Advisors’s Super Micro Computer SMCI Stock Holding History

Kingswood Wealth Advisors’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 		– Sell
-12,826
Closed -$375K – 966
2025
Q4 		$375K Buy
12,826
+1,167
+10% +$48K 0.02% 610
2025
Q3 		$559K Sell
11,659
-2,672
-19% -$128K 0.03% 451
2025
Q2 		$702K Sell
14,331
-12,060
-46% -$465K 0.06% 333
2025
Q1 		$904K Sell
26,391
-63,378
-71% -$2.4M 0.08% 268
2024
Q4 		$2.74M Buy
89,769
+479
+0.5% +$17.4K 0.21% 110
2024
Q3 		$3.72M Buy
89,290
+36,920
+70% +$2.25M 0.27% 84
2024
Q2 		$4.29M Buy
52,370
+39,890
+320% +$3.41M 0.39% 48
2024
Q1 		$1.26M Buy
+12,480
New +$914K 0.15% 162

Other funds holding SMCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
DE
Defiance ETFs New York $7.37B AUM

Kingswood Wealth Advisors's SMCI Position: Q1 2026 in Review

Kingswood Wealth Advisors sold out of Super Micro Computer (SMCI) in Q1 2026, closing a stake of 12,826 shares — an estimated $375K sold.

Kingswood Wealth Advisors first reported a position in SMCI in Q1 2024 and held it in 8 quarters. The position peaked at $4.29M in Q2 2024. 707 funds tracked by Wall St. Rank hold SMCI as of Q1 2026.

  • Kingswood Wealth Advisors reported no remaining Super Micro Computer position as of Q1 2026 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 12,826 Super Micro Computer shares in Q1 2026, an estimated $375K.
  • Kingswood Wealth Advisors first reported a position in Super Micro Computer in Q1 2024 and held it in 8 quarters.
  • Kingswood Wealth Advisors's Super Micro Computer position peaked at $4.29M in Q2 2024.
  • 707 funds tracked by Wall St. Rank held Super Micro Computer as of Q1 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.