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Octavia Wealth Advisors’s Super Micro Computer SMCI Stock Holding History

Octavia Wealth 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
2026
Q1 		– Sell
-7,997
Closed -$230K – 250
2025
Q4 		$230K Buy
7,997
+1,269
+19% +$52.2K 0.02% 219
2025
Q3 		$323K Buy
+6,728
New +$321K 0.03% 185
2024
Q4 		– Sell
-7,080
Closed -$295K – 233
2024
Q3 		$295K Buy
7,080
+4,520
+177% +$275K 0.04% 166
2024
Q2 		$210K Sell
2,560
-200
-7% -$17.1K 0.03% 206
2024
Q1 		$279K Buy
+2,760
New +$202K 0.04% 175

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
DE
Defiance ETFs New York $7.37B AUM

Octavia Wealth Advisors's SMCI Position: Q1 2026 in Review

Octavia Wealth Advisors sold out of Super Micro Computer (SMCI) in Q1 2026, closing a stake of 7,997 shares — an estimated $230K sold.

Octavia Wealth Advisors first reported a position in SMCI in Q1 2024 and held it in 5 quarters. The position peaked at $323K in Q3 2025. 707 funds tracked by Wall St. Rank hold SMCI as of Q1 2026.

  • Octavia Wealth Advisors reported no remaining Super Micro Computer position as of Q1 2026 after selling out during the quarter.
  • Octavia Wealth Advisors sold 7,997 Super Micro Computer shares in Q1 2026, an estimated $230K.
  • Octavia Wealth Advisors first reported a position in Super Micro Computer in Q1 2024 and held it in 5 quarters.
  • Octavia Wealth Advisors's Super Micro Computer position peaked at $323K in Q3 2025.
  • 707 funds tracked by Wall St. Rank held Super Micro Computer as of Q1 2026.

Based on Octavia Wealth Advisors's 13F filing for Q1 2026, filed 10 Apr 2026.