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Medallion Wealth Advisors’s Super Micro Computer SMCI Stock Holding History

Medallion 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
2026
Q2 		$88 Sell
3
-347
-99% -$11.1K ﹤0.01% 1145
2026
Q1 		$7.97K Sell
350
-200
-36% -$6K ﹤0.01% 798
2025
Q4 		$16.1K Buy
550
+490
+817% +$20.2K 0.01% 679
2025
Q3 		$2.88K Sell
60
-15
-20% -$716 ﹤0.01% 933
2025
Q2 		$3.54K Hold
75
– – ﹤0.01% 887
2025
Q1 		$2.63K Sell
75
-250
-77% -$9.49K ﹤0.01% 885
2024
Q4 		$9.91K Buy
+325
New +$11.8K ﹤0.01% 667

Other funds holding SMCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Medallion Wealth Advisors's SMCI Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its Super Micro Computer (SMCI) stake by 99% in Q2 2026, selling an estimated $11.1K and leaving 3 shares worth $88. The position accounts for ﹤0.01% of the portfolio, ranked #1145.

Medallion Wealth Advisors first reported a position in SMCI in Q4 2024 and has held it in 7 quarters since. The position peaked at $16.1K in Q4 2025. 773 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

  • Medallion Wealth Advisors held 3 shares of Super Micro Computer worth $88 as of Q2 2026.
  • Medallion Wealth Advisors sold 347 Super Micro Computer shares in Q2 2026, an estimated $11.1K.
  • Super Micro Computer made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #1145 holding.
  • Medallion Wealth Advisors first reported a position in Super Micro Computer in Q4 2024 and has held it in 7 quarters since.
  • Medallion Wealth Advisors's Super Micro Computer position peaked at $16.1K in Q4 2025.
  • 773 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.