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Lifeworks Advisors’s Super Micro Computer SMCI Stock Holding History

Lifeworks 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
Q4 		– Sell
-4,558
Closed -$219K – 343
2025
Q3 		$219K Sell
4,558
-73,334
-94% -$3.5M 0.03% 311
2025
Q2 		$3.82M Buy
77,892
+67,093
+621% +$2.59M 0.57% 55
2025
Q1 		$370K Buy
+10,799
New +$410K 0.06% 225

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Lifeworks Advisors's SMCI Position: Q4 2025 in Review

Lifeworks Advisors sold out of Super Micro Computer (SMCI) in Q4 2025, closing a stake of 4,558 shares — an estimated $219K sold.

Lifeworks Advisors first reported a position in SMCI in Q1 2025 and held it in 3 quarters. The position peaked at $3.82M in Q2 2025. 757 funds tracked by Wall St. Rank hold SMCI as of Q4 2025.

  • Lifeworks Advisors reported no remaining Super Micro Computer position as of Q4 2025 after selling out during the quarter.
  • Lifeworks Advisors sold 4,558 Super Micro Computer shares in Q4 2025, an estimated $219K.
  • Lifeworks Advisors first reported a position in Super Micro Computer in Q1 2025 and held it in 3 quarters.
  • Lifeworks Advisors's Super Micro Computer position peaked at $3.82M in Q2 2025.
  • 757 funds tracked by Wall St. Rank held Super Micro Computer as of Q4 2025.

Based on Lifeworks Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.