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

Perennial 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	-8,150	Closed	-$391K	–	530
2025 Q3	$391K	Sell	8,150 -1,547	-16%	-$73.9K	0.03%	307
2025 Q2	$475K	Buy	9,697 +2,096	+28%	+$80.8K	0.05%	266
2025 Q1	$260K	Buy	7,601 +634	+9%	+$24.1K	0.03%	346
2024 Q4	$212K	Sell	6,967 -6,653	-49%	-$242K	0.03%	370
2024 Q3	$567K	Sell	13,620 -6,050	-31%	-$368K	0.07%	197
2024 Q2	$1.61M	Buy	19,670 +12,000	+156%	+$1.03M	0.23%	78
2024 Q1	$775K	Buy	+7,670	New	+$562K	0.12%	146
2023 Q4	–	Sell	-6,300	Closed	-$173K	–	374
2023 Q3	$173K	Buy	+6,300	New	+$176K	0.03%	322

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

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

Perennial Investment Advisors sold out of Super Micro Computer (SMCI) in Q4 2025, closing a stake of 8,150 shares — an estimated $391K sold.

Perennial Investment Advisors first reported a position in SMCI in Q3 2023 and held it in 8 quarters. The position peaked at $1.61M in Q2 2024. 759 funds tracked by Wall St. Rank hold SMCI as of Q4 2025.

Perennial Investment Advisors reported no remaining Super Micro Computer position as of Q4 2025 after selling out during the quarter.
Perennial Investment Advisors sold 8,150 Super Micro Computer shares in Q4 2025, an estimated $391K.
Perennial Investment Advisors first reported a position in Super Micro Computer in Q3 2023 and held it in 8 quarters.
Perennial Investment Advisors's Super Micro Computer position peaked at $1.61M in Q2 2024.
759 funds tracked by Wall St. Rank held Super Micro Computer as of Q4 2025.

Based on Perennial Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.