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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
2024
Q2 		– Sell
-1,000
Closed -$101K – 398
2024
Q1 		$101K Buy
+1,000
New +$73.3K 0.02% 345

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 $3.37T AUM 44.26% 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 $1.66T AUM 25.57% 1-Year Est. Return
Invesco
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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. 756 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.
  • 756 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.