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Legacy Advisors’s Super Micro Computer SMCI Stock Holding History

Legacy 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
2025
Q2 		– Sell
-1,538
Closed -$307K – 343
2025
Q1 		$307K Buy
+1,538
New +$58.4K 0.03% 319
2024
Q2 		– Sell
-6,820
Closed -$689K – 341
2024
Q1 		$689K Buy
+6,820
New +$500K 0.09% 181

Other funds holding SMCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Legacy Advisors's SMCI Position: Q2 2025 in Review

Legacy Advisors sold out of Super Micro Computer (SMCI) in Q2 2025, closing a stake of 1,538 shares — an estimated $307K sold.

Legacy Advisors first reported a position in SMCI in Q1 2024 and held it in 2 quarters. The position peaked at $689K in Q1 2024. 832 funds tracked by Wall St. Rank hold SMCI as of Q2 2025.

  • Legacy Advisors reported no remaining Super Micro Computer position as of Q2 2025 after selling out during the quarter.
  • Legacy Advisors sold 1,538 Super Micro Computer shares in Q2 2025, an estimated $307K.
  • Legacy Advisors first reported a position in Super Micro Computer in Q1 2024 and held it in 2 quarters.
  • Legacy Advisors's Super Micro Computer position peaked at $689K in Q1 2024.
  • 832 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2025.

Based on Legacy Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.