Kovitz Investment Group Partners
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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
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
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Kovitz Investment Group Partners's SMCI Position: Q1 2026 in Review

Kovitz Investment Group Partners reduced its Super Micro Computer (SMCI) stake by 2.6% in Q1 2026, selling an estimated $32.4K and leaving 40,656 shares worth $926K. The position accounts for 0.02% of the portfolio, ranked #329.

Kovitz Investment Group Partners first reported a position in SMCI in Q2 2024 and has held it in 8 quarters since. The position peaked at $4.75M in Q2 2025. 707 funds tracked by Wall St. Rank hold SMCI as of Q1 2026.

  • Kovitz Investment Group Partners held 40,656 shares of Super Micro Computer worth $926K as of Q1 2026.
  • Kovitz Investment Group Partners sold 1,080 Super Micro Computer shares in Q1 2026, an estimated $32.4K.
  • Super Micro Computer made up 0.02% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #329 holding.
  • Kovitz Investment Group Partners first reported a position in Super Micro Computer in Q2 2024 and has held it in 8 quarters since.
  • Kovitz Investment Group Partners's Super Micro Computer position peaked at $4.75M in Q2 2025.
  • 707 funds tracked by Wall St. Rank held Super Micro Computer as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.