Patten Group’s Super Micro Computer SMCI Stock Holding History

Patten Group’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	-5,128	Closed	-$246K	–	314
2025 Q3	$246K	Buy	+5,128	New	+$245K	0.05%	256

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Patten Group's SMCI Position: Q4 2025 in Review

Patten Group sold out of Super Micro Computer (SMCI) in Q4 2025, closing a stake of 5,128 shares — an estimated $246K sold.

Patten Group first reported a position in SMCI in Q3 2025 and held it in 1 quarter. The position peaked at $246K in Q3 2025. 757 funds tracked by Wall St. Rank hold SMCI as of Q4 2025.

Patten Group reported no remaining Super Micro Computer position as of Q4 2025 after selling out during the quarter.
Patten Group sold 5,128 Super Micro Computer shares in Q4 2025, an estimated $246K.
Patten Group first reported a position in Super Micro Computer in Q3 2025 and held it in 1 quarter.
Patten Group's Super Micro Computer position peaked at $246K in Q3 2025.
757 funds tracked by Wall St. Rank held Super Micro Computer as of Q4 2025.

Based on Patten Group's 13F filing for Q4 2025, filed 23 Jan 2026.