Level Four Advisory Services’s Super Micro Computer SMCI Stock Holding History

Level Four Advisory Services’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 Q3	–	Sell	-7,374	Closed	-$361K	–	829
2025 Q2	$361K	Sell	7,374 -2,996	-29%	-$115K	0.01%	604
2025 Q1	$355K	Buy	10,370 +3,766	+57%	+$143K	0.01%	578
2024 Q4	$201K	Buy	+6,604	New	+$240K	0.01%	721
2024 Q3	–	Sell	-14,770	Closed	-$1.21M	–	801
2024 Q2	$1.21M	Buy	+14,770	New	+$1.26M	0.05%	294

Other funds holding SMCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Level Four Advisory Services's SMCI Position: Q3 2025 in Review

Level Four Advisory Services sold out of Super Micro Computer (SMCI) in Q3 2025, closing a stake of 7,374 shares — an estimated $361K sold.

Level Four Advisory Services first reported a position in SMCI in Q2 2024 and held it in 4 quarters. The position peaked at $1.21M in Q2 2024. 851 funds tracked by Wall St. Rank hold SMCI as of Q3 2025.

Level Four Advisory Services reported no remaining Super Micro Computer position as of Q3 2025 after selling out during the quarter.
Level Four Advisory Services sold 7,374 Super Micro Computer shares in Q3 2025, an estimated $361K.
Level Four Advisory Services first reported a position in Super Micro Computer in Q2 2024 and held it in 4 quarters.
Level Four Advisory Services's Super Micro Computer position peaked at $1.21M in Q2 2024.
851 funds tracked by Wall St. Rank held Super Micro Computer as of Q3 2025.

Based on Level Four Advisory Services's 13F filing for Q3 2025, filed 12 Nov 2025.