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Northeast Financial Consultants’s Super Micro Computer SMCI Stock Holding History

Northeast Financial Consultants’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 		$283K Buy
+5,770
New +$222K 0.01% 259
2024
Q4 		– Sell
-5,770
Closed -$240K – 303
2024
Q3 		$240K Hold
5,770
– – 0.01% 258
2024
Q2 		$473K Hold
5,770
– – 0.02% 195
2024
Q1 		$583K Buy
+5,770
New +$423K 0.03% 179

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

Northeast Financial Consultants's SMCI Position: Q2 2025 in Review

Northeast Financial Consultants opened a new position in Super Micro Computer (SMCI) in Q2 2025: 5,770 shares worth $283K. The stake represents 0.01% of the portfolio and ranks #259 among its holdings. This is a return to the name: Northeast Financial Consultants previously reported a position in SMCI as recently as Q3 2024.

Northeast Financial Consultants first reported a position in SMCI in Q1 2024 and has held it in 4 quarters since. The position peaked at $583K in Q1 2024. 832 funds tracked by Wall St. Rank hold SMCI as of Q2 2025.

  • Northeast Financial Consultants held 5,770 shares of Super Micro Computer worth $283K as of Q2 2025.
  • Super Micro Computer was a new Northeast Financial Consultants position in Q2 2025.
  • Super Micro Computer made up 0.01% of Northeast Financial Consultants's portfolio in Q2 2025, its #259 holding.
  • Northeast Financial Consultants first reported a position in Super Micro Computer in Q1 2024 and has held it in 4 quarters since.
  • Northeast Financial Consultants's Super Micro Computer position peaked at $583K in Q1 2024.
  • 832 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2025.

Based on Northeast Financial Consultants's 13F filing for Q2 2025, filed 15 Aug 2025.