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Marshall & Sterling Wealth Advisors’s Super Micro Computer SMCI Stock Holding History

Marshall & Sterling Wealth 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
-115
Closed -$5.51K – 575
2025
Q3 		$5.51K Buy
+115
New +$5.49K ﹤0.01% 486
2025
Q2 		– Sell
-110
Closed -$3.77K – 678
2025
Q1 		$3.77K Buy
+110
New +$4.17K ﹤0.01% 507

Other funds holding SMCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's SMCI Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Super Micro Computer (SMCI) in Q4 2025, closing a stake of 115 shares — an estimated $5.51K sold.

Marshall & Sterling Wealth Advisors first reported a position in SMCI in Q1 2025 and held it in 2 quarters. The position peaked at $5.51K in Q3 2025. 759 funds tracked by Wall St. Rank hold SMCI as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Super Micro Computer position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 115 Super Micro Computer shares in Q4 2025, an estimated $5.51K.
  • Marshall & Sterling Wealth Advisors first reported a position in Super Micro Computer in Q1 2025 and held it in 2 quarters.
  • Marshall & Sterling Wealth Advisors's Super Micro Computer position peaked at $5.51K in Q3 2025.
  • 759 funds tracked by Wall St. Rank held Super Micro Computer as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.