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Orion Portfolio Solutions’s Super Micro Computer SMCI Stock Holding History

Orion Portfolio Solutions’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
Q1 		$249K Buy
+7,259
New +$275K ﹤0.01% 1713
2024
Q3 		– Sell
-3,630
Closed -$297K – 1841
2024
Q2 		$297K Sell
3,630
-2,640
-42% -$226K ﹤0.01% 1464
2024
Q1 		$633K Sell
6,270
-2,240
-26% -$164K 0.01% 1177
2023
Q4 		$273K Buy
+8,510
New +$236K ﹤0.01% 1442

Other funds holding SMCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Orion Portfolio Solutions's SMCI Position: Q1 2025 in Review

Orion Portfolio Solutions opened a new position in Super Micro Computer (SMCI) in Q1 2025: 7,259 shares worth $249K. The stake represents ﹤0.01% of the portfolio and ranks #1713 among its holdings. This is a return to the name: Orion Portfolio Solutions previously reported a position in SMCI as recently as Q2 2024.

Orion Portfolio Solutions first reported a position in SMCI in Q4 2023 and has held it in 4 quarters since. The position peaked at $633K in Q1 2024. 763 funds tracked by Wall St. Rank hold SMCI as of Q1 2025.

  • Orion Portfolio Solutions held 7,259 shares of Super Micro Computer worth $249K as of Q1 2025.
  • Super Micro Computer was a new Orion Portfolio Solutions position in Q1 2025.
  • Super Micro Computer made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1713 holding.
  • Orion Portfolio Solutions first reported a position in Super Micro Computer in Q4 2023 and has held it in 4 quarters since.
  • Orion Portfolio Solutions's Super Micro Computer position peaked at $633K in Q1 2024.
  • 763 funds tracked by Wall St. Rank held Super Micro Computer as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.