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Mount Yale Investment Advisors’s Super Micro Computer SMCI Stock Holding History

Mount Yale 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
-197
Closed -$9.65K – 1462
2025
Q2 		$9.65K Buy
+197
New +$7.59K ﹤0.01% 1142
2024
Q3 		– Sell
-4,280
Closed -$351K – 596
2024
Q2 		$351K Buy
4,280
+280
+7% +$23.9K 0.03% 402
2024
Q1 		$404K Buy
+4,000
New +$293K 0.03% 392

Other funds holding SMCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Mount Yale Investment Advisors's SMCI Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Super Micro Computer (SMCI) in Q3 2025, closing a stake of 197 shares — an estimated $9.65K sold.

Mount Yale Investment Advisors first reported a position in SMCI in Q1 2024 and held it in 3 quarters. The position peaked at $404K in Q1 2024. 851 funds tracked by Wall St. Rank hold SMCI as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Super Micro Computer position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 197 Super Micro Computer shares in Q3 2025, an estimated $9.65K.
  • Mount Yale Investment Advisors first reported a position in Super Micro Computer in Q1 2024 and held it in 3 quarters.
  • Mount Yale Investment Advisors's Super Micro Computer position peaked at $404K in Q1 2024.
  • 851 funds tracked by Wall St. Rank held Super Micro Computer as of Q3 2025.

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