NSIM
SMCI icon

North Star Investment Management’s Super Micro Computer SMCI Stock Holding History

North Star Investment Management’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
2026
Q2 		$33.9K Sell
1,155
-191
-14% -$6.08K ﹤0.01% 825
2026
Q1 		$30.6K Buy
1,346
+66
+5% +$1.98K ﹤0.01% 836
2025
Q4 		$37.5K Hold
1,280
– – ﹤0.01% 729
2025
Q3 		$61.4K Sell
1,280
-600
-32% -$28.6K ﹤0.01% 615
2025
Q2 		$92.1K Buy
1,880
+680
+57% +$26.2K 0.01% 536
2025
Q1 		$41.1K Hold
1,200
– – ﹤0.01% 648
2024
Q4 		$36.6K Buy
+1,200
New +$43.6K ﹤0.01% 675

Other funds holding SMCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

North Star Investment Management's SMCI Position: Q2 2026 in Review

North Star Investment Management reduced its Super Micro Computer (SMCI) stake by 14% in Q2 2026, selling an estimated $6.08K and leaving 1,155 shares worth $33.9K. The position accounts for ﹤0.01% of the portfolio, ranked #825.

North Star Investment Management first reported a position in SMCI in Q4 2024 and has held it in 7 quarters since. The position peaked at $92.1K in Q2 2025. 773 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

  • North Star Investment Management held 1,155 shares of Super Micro Computer worth $33.9K as of Q2 2026.
  • North Star Investment Management sold 191 Super Micro Computer shares in Q2 2026, an estimated $6.08K.
  • Super Micro Computer made up ﹤0.01% of North Star Investment Management's portfolio in Q2 2026, its #825 holding.
  • North Star Investment Management first reported a position in Super Micro Computer in Q4 2024 and has held it in 7 quarters since.
  • North Star Investment Management's Super Micro Computer position peaked at $92.1K in Q2 2025.
  • 773 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on North Star Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.