Mindset Wealth Management’s Super Micro Computer SMCI Stock Holding History

Mindset Wealth Management’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 Q3	$302K	Buy	+7,365	New	+$250K	0.05%	140
2026 Q1	–	Sell	-7,215	Closed	-$211K	–	193
2025 Q4	$211K	Sell	7,215 -5,100	-41%	-$210K	0.06%	170
2025 Q3	$590K	Buy	12,315 +753	+7%	+$36K	0.16%	67
2025 Q2	$567K	Sell	11,562 -6,770	-37%	-$261K	0.19%	65
2025 Q1	$628K	Buy	18,332 +1,786	+11%	+$67.8K	0.24%	52
2024 Q4	$504K	Buy	16,546 +1,126	+7%	+$40.9K	0.18%	63
2024 Q3	$642K	Buy	+15,420	New	+$939K	0.27%	40

Other funds holding SMCI

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Nepsis Inc Minneapolis, Minnesota $317M AUM 37.22% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

RIA

RPG Investment Advisory Pleasanton, California $540M AUM 37.68% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Mindset Wealth Management's SMCI Position: Q3 2026 in Review

Mindset Wealth Management opened a new position in Super Micro Computer (SMCI) in Q3 2026: 7,365 shares worth $302K. The stake represents 0.05% of the portfolio and ranks #140 among its holdings. This is a return to the name: Mindset Wealth Management previously reported a position in SMCI as recently as Q4 2025.

Mindset Wealth Management first reported a position in SMCI in Q3 2024 and has held it in 7 quarters since. The position peaked at $642K in Q3 2024. 172 funds tracked by Wall St. Rank hold SMCI as of Q3 2026.

Mindset Wealth Management held 7,365 shares of Super Micro Computer worth $302K as of Q3 2026.
Super Micro Computer was a new Mindset Wealth Management position in Q3 2026.
Super Micro Computer made up 0.05% of Mindset Wealth Management's portfolio in Q3 2026, its #140 holding.
Mindset Wealth Management first reported a position in Super Micro Computer in Q3 2024 and has held it in 7 quarters since.
Mindset Wealth Management's Super Micro Computer position peaked at $642K in Q3 2024.
172 funds tracked by Wall St. Rank held Super Micro Computer as of Q3 2026.

Based on Mindset Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.