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Moneta Group Investment Advisors’s Super Micro Computer SMCI Stock Holding History

Moneta Group Investment 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
Q3 		– Sell
-6,247
Closed -$306K – 809
2025
Q2 		$306K Sell
6,247
-7,196
-54% -$277K ﹤0.01% 558
2025
Q1 		$460K Sell
13,443
-40
-0.3% -$1.52K 0.01% 438
2024
Q4 		$411K Sell
13,483
-102,217
-88% -$3.72M 0.01% 458
2024
Q3 		$482K Buy
115,700
+112,010
+3,036% +$6.82M 0.01% 412
2024
Q2 		$302K Buy
+3,690
New +$315K ﹤0.01% 481

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
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Moneta Group Investment Advisors's SMCI Position: Q3 2025 in Review

Moneta Group Investment Advisors sold out of Super Micro Computer (SMCI) in Q3 2025, closing a stake of 6,247 shares — an estimated $306K sold.

Moneta Group Investment Advisors first reported a position in SMCI in Q2 2024 and held it in 5 quarters. The position peaked at $482K in Q3 2024. 849 funds tracked by Wall St. Rank hold SMCI as of Q3 2025.

  • Moneta Group Investment Advisors reported no remaining Super Micro Computer position as of Q3 2025 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 6,247 Super Micro Computer shares in Q3 2025, an estimated $306K.
  • Moneta Group Investment Advisors first reported a position in Super Micro Computer in Q2 2024 and held it in 5 quarters.
  • Moneta Group Investment Advisors's Super Micro Computer position peaked at $482K in Q3 2024.
  • 849 funds tracked by Wall St. Rank held Super Micro Computer as of Q3 2025.

Based on Moneta Group Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.