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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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. 849 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.
849 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.