OneDigital Investment Advisors’s Super Micro Computer SMCI Stock Holding History

OneDigital 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 Q4	–	Sell	-4,315	Closed	-$207K	–	1585
2025 Q3	$207K	Sell	4,315 -1,213	-22%	-$57.9K	﹤0.01%	1404
2025 Q2	$271K	Sell	5,528 -1,525	-22%	-$58.8K	﹤0.01%	1223
2025 Q1	$241K	Buy	+7,053	New	+$268K	﹤0.01%	1234
2024 Q4	–	Sell	-11,320	Closed	-$471K	–	1503
2024 Q3	$471K	Buy	11,320 +5,890	+108%	+$358K	0.01%	960
2024 Q2	$445K	Buy	5,430 +3,040	+127%	+$260K	0.01%	952
2024 Q1	$241K	Buy	+2,390	New	+$175K	﹤0.01%	981

Other funds holding SMCI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

OneDigital Investment Advisors's SMCI Position: Q4 2025 in Review

OneDigital Investment Advisors sold out of Super Micro Computer (SMCI) in Q4 2025, closing a stake of 4,315 shares — an estimated $207K sold.

OneDigital Investment Advisors first reported a position in SMCI in Q1 2024 and held it in 6 quarters. The position peaked at $471K in Q3 2024. 759 funds tracked by Wall St. Rank hold SMCI as of Q4 2025.

OneDigital Investment Advisors reported no remaining Super Micro Computer position as of Q4 2025 after selling out during the quarter.
OneDigital Investment Advisors sold 4,315 Super Micro Computer shares in Q4 2025, an estimated $207K.
OneDigital Investment Advisors first reported a position in Super Micro Computer in Q1 2024 and held it in 6 quarters.
OneDigital Investment Advisors's Super Micro Computer position peaked at $471K in Q3 2024.
759 funds tracked by Wall St. Rank held Super Micro Computer as of Q4 2025.

Based on OneDigital Investment Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.