Kovitz Investment Group Partners’s Super Micro Computer SMCI Stock Holding History

Kovitz Investment Group Partners’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	–	Sell	-40,656	Closed	-$926K	–	519
2026 Q1	$926K	Sell	40,656 -1,080	-3%	-$32.4K	0.02%	329
2025 Q4	$1.22M	Sell	41,736 -6,255	-13%	-$258K	0.03%	292
2025 Q3	$2.3M	Sell	47,991 -48,927	-50%	-$2.34M	0.01%	624
2025 Q2	$4.75M	Buy	96,918 +15,317	+19%	+$590K	0.02%	459
2025 Q1	$2.79M	Buy	81,601 +49,846	+157%	+$1.89M	0.01%	515
2024 Q4	$968K	Sell	31,755 -20,545	-39%	-$747K	﹤0.01%	726
2024 Q3	$2.11M	Buy	52,300 +9,720	+23%	+$592K	0.02%	487
2024 Q2	$3.49M	Buy	+42,580	New	+$3.64M	0.03%	344

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

Kovitz Investment Group Partners's SMCI Position: Q2 2026 in Review

Kovitz Investment Group Partners sold out of Super Micro Computer (SMCI) in Q2 2026, closing a stake of 40,656 shares — an estimated $926K sold.

Kovitz Investment Group Partners first reported a position in SMCI in Q2 2024 and held it in 8 quarters. The position peaked at $4.75M in Q2 2025. 773 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

Kovitz Investment Group Partners reported no remaining Super Micro Computer position as of Q2 2026 after selling out during the quarter.
Kovitz Investment Group Partners sold 40,656 Super Micro Computer shares in Q2 2026, an estimated $926K.
Kovitz Investment Group Partners first reported a position in Super Micro Computer in Q2 2024 and held it in 8 quarters.
Kovitz Investment Group Partners's Super Micro Computer position peaked at $4.75M in Q2 2025.
773 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.