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

Optimum 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 Q3	$124K	Buy	2,580 +25	+1%	+$1.19K	0.05%	234
2025 Q2	$125K	Hold	2,555	–	–	0.05%	225
2025 Q1	$87.5K	Sell	2,555 -375	-13%	-$14.2K	0.04%	265
2024 Q4	$89.3K	Sell	2,930 -14,250	-83%	-$518K	0.04%	269
2024 Q3	$715K	Buy	17,180 +5,590	+48%	+$340K	0.31%	71
2024 Q2	$950K	Buy	11,590 +730	+7%	+$62.4K	0.43%	52
2024 Q1	$1.1M	Buy	10,860 +9,860	+986%	+$722K	0.5%	44
2023 Q4	$28.4K	Buy	+1,000	New	+$27.7K	0.01%	402
2022 Q3	–	Sell	-1,060	Closed	-$4K	–	876
2022 Q2	$4K	Sell	1,060 -18,940	-95%	-$86.4K	﹤0.01%	713
2022 Q1	$76K	Hold	20,000	–	–	0.03%	360
2021 Q4	$88K	Hold	20,000	–	–	0.03%	358
2021 Q3	$73K	Hold	20,000	–	–	0.03%	389
2021 Q2	$70K	Hold	20,000	–	–	0.02%	439
2021 Q1	$78K	Buy	+20,000	New	+$68K	0.02%	416

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

Optimum Investment Advisors's SMCI Position: Q3 2025 in Review

Optimum Investment Advisors increased its Super Micro Computer (SMCI) stake by 0.98% in Q3 2025, buying an estimated $1.19K and bringing the position to 2,580 shares worth $124K. The position accounts for 0.05% of the portfolio, ranked #234.

Optimum Investment Advisors first reported a position in SMCI in Q1 2021 and has held it in 14 quarters since. The position peaked at $1.1M in Q1 2024. 850 funds tracked by Wall St. Rank hold SMCI as of Q3 2025.

Optimum Investment Advisors held 2,580 shares of Super Micro Computer worth $124K as of Q3 2025.
Optimum Investment Advisors bought 25 Super Micro Computer shares in Q3 2025, an estimated $1.19K.
Super Micro Computer made up 0.05% of Optimum Investment Advisors's portfolio in Q3 2025, its #234 holding.
Optimum Investment Advisors first reported a position in Super Micro Computer in Q1 2021 and has held it in 14 quarters since.
Optimum Investment Advisors's Super Micro Computer position peaked at $1.1M in Q1 2024.
850 funds tracked by Wall St. Rank held Super Micro Computer as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.