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Legacy Investment Solutions’s Super Micro Computer SMCI Stock Holding History

Legacy Investment Solutions’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 		$14.7K Buy
+300
New +$11.6K 0.01% 275
2024
Q4 		$14.2K Sell
391
-2,609
-87% -$94.8K 0.01% 250
2024
Q3 		$6.1K Buy
+3,000
New +$183K ﹤0.01% 373

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 Investment Solutions's SMCI Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Super Micro Computer (SMCI) in Q2 2025: 300 shares worth $14.7K. The stake represents 0.01% of the portfolio and ranks #275 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in SMCI as recently as Q4 2024.

Legacy Investment Solutions first reported a position in SMCI in Q3 2024 and has held it in 3 quarters since. 832 funds tracked by Wall St. Rank hold SMCI as of Q2 2025.

  • Legacy Investment Solutions held 300 shares of Super Micro Computer worth $14.7K as of Q2 2025.
  • Super Micro Computer was a new Legacy Investment Solutions position in Q2 2025.
  • Super Micro Computer made up 0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #275 holding.
  • Legacy Investment Solutions first reported a position in Super Micro Computer in Q3 2024 and has held it in 3 quarters since.
  • 832 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.