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Montag & Associates’s Super Micro Computer SMCI Stock Holding History

Montag & Associates’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
Q2 		– Sell
-1,700
Closed -$58.2K – 1016
2025
Q1 		$58.2K Hold
1,700
– – ﹤0.01% 586
2024
Q4 		$51.8K Sell
1,700
-6,650
-80% -$242K ﹤0.01% 605
2024
Q3 		$348K Sell
8,350
-9,380
-53% -$571K 0.02% 364
2024
Q2 		$1.45M Hold
17,730
– – 0.07% 198
2024
Q1 		$1.79M Buy
17,730
+5,260
+42% +$385K 0.09% 187
2023
Q4 		$354K Buy
12,470
+11,610
+1,350% +$322K 0.02% 337
2023
Q3 		$23.6K Buy
+860
New +$24K ﹤0.01% 652

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Montag & Associates's SMCI Position: Q2 2025 in Review

Montag & Associates sold out of Super Micro Computer (SMCI) in Q2 2025, closing a stake of 1,700 shares — an estimated $58.2K sold.

Montag & Associates first reported a position in SMCI in Q3 2023 and held it in 7 quarters. The position peaked at $1.79M in Q1 2024. 832 funds tracked by Wall St. Rank hold SMCI as of Q2 2025.

  • Montag & Associates reported no remaining Super Micro Computer position as of Q2 2025 after selling out during the quarter.
  • Montag & Associates sold 1,700 Super Micro Computer shares in Q2 2025, an estimated $58.2K.
  • Montag & Associates first reported a position in Super Micro Computer in Q3 2023 and held it in 7 quarters.
  • Montag & Associates's Super Micro Computer position peaked at $1.79M in Q1 2024.
  • 832 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2025.

Based on Montag & Associates's 13F filing for Q2 2025, filed 7 Aug 2025.