NewSquare Capital’s Super Micro Computer SMCI Stock Holding History

NewSquare Capital’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	-348	Closed	-$17.1K	–	1070
2025 Q2	$17.1K	Buy	348 +185	+113%	+$7.13K	﹤0.01%	521
2025 Q1	$5.58K	Buy	163 +152	+1,382%	+$5.77K	﹤0.01%	667
2024 Q4	$335	Buy	+11	New	+$400	﹤0.01%	795
2023 Q4	–	Sell	-10	Closed	-$274	–	613
2023 Q3	$274	Sell	10 -130	-93%	-$3.63K	﹤0.01%	546
2023 Q2	$3.49K	Buy	+140	New	+$2.35K	﹤0.01%	462

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

NewSquare Capital's SMCI Position: Q3 2025 in Review

NewSquare Capital sold out of Super Micro Computer (SMCI) in Q3 2025, closing a stake of 348 shares — an estimated $17.1K sold.

NewSquare Capital first reported a position in SMCI in Q2 2023 and held it in 5 quarters. The position peaked at $17.1K in Q2 2025. 849 funds tracked by Wall St. Rank hold SMCI as of Q3 2025.

NewSquare Capital reported no remaining Super Micro Computer position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 348 Super Micro Computer shares in Q3 2025, an estimated $17.1K.
NewSquare Capital first reported a position in Super Micro Computer in Q2 2023 and held it in 5 quarters.
NewSquare Capital's Super Micro Computer position peaked at $17.1K in Q2 2025.
849 funds tracked by Wall St. Rank held Super Micro Computer as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.