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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
DE
Defiance ETFs New York $6.98B AUM

Mindset Wealth Management's SMCI Position: Q1 2026 in Review

Mindset Wealth Management sold out of Super Micro Computer (SMCI) in Q1 2026, closing a stake of 7,215 shares — an estimated $211K sold.

Mindset Wealth Management first reported a position in SMCI in Q3 2024 and held it in 6 quarters. The position peaked at $642K in Q3 2024. 706 funds tracked by Wall St. Rank hold SMCI as of Q1 2026.

  • Mindset Wealth Management reported no remaining Super Micro Computer position as of Q1 2026 after selling out during the quarter.
  • Mindset Wealth Management sold 7,215 Super Micro Computer shares in Q1 2026, an estimated $211K.
  • Mindset Wealth Management first reported a position in Super Micro Computer in Q3 2024 and held it in 6 quarters.
  • Mindset Wealth Management's Super Micro Computer position peaked at $642K in Q3 2024.
  • 706 funds tracked by Wall St. Rank held Super Micro Computer as of Q1 2026.

Based on Mindset Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.