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Perigon Wealth Management’s Super Micro Computer SMCI Stock Holding History

Perigon Wealth Management’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
2026
Q2 		$781K Sell
26,618
-1,869
-7% -$59.5K 0.01% 687
2026
Q1 		$649K Buy
28,487
+14,979
+111% +$449K 0.01% 675
2025
Q4 		$395K Sell
13,508
-20,159
-60% -$830K 0.01% 896
2025
Q3 		$1.61M Sell
33,667
-1,225
-4% -$58.5K 0.03% 401
2025
Q2 		$1.71M Sell
34,892
-279
-0.8% -$10.8K 0.04% 364
2025
Q1 		$1.2M Buy
35,171
+2,130
+6% +$80.8K 0.03% 408
2024
Q4 		$1.03M Buy
33,041
+20,871
+171% +$759K 0.03% 441
2024
Q3 		$507K Buy
12,170
+2,410
+25% +$147K 0.01% 618
2024
Q2 		$800K Sell
9,760
-2,580
-21% -$221K 0.02% 422
2024
Q1 		$1.25M Sell
12,340
-13,350
-52% -$978K 0.04% 324
2023
Q4 		$730K Buy
+25,690
New +$712K 0.02% 411

Other funds holding SMCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Perigon Wealth Management's SMCI Position: Q2 2026 in Review

Perigon Wealth Management reduced its Super Micro Computer (SMCI) stake by 6.6% in Q2 2026, selling an estimated $59.5K and leaving 26,618 shares worth $781K. The position accounts for 0.01% of the portfolio, ranked #687.

Perigon Wealth Management first reported a position in SMCI in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.71M in Q2 2025. 765 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

  • Perigon Wealth Management held 26,618 shares of Super Micro Computer worth $781K as of Q2 2026.
  • Perigon Wealth Management sold 1,869 Super Micro Computer shares in Q2 2026, an estimated $59.5K.
  • Super Micro Computer made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #687 holding.
  • Perigon Wealth Management first reported a position in Super Micro Computer in Q4 2023 and has held it in 11 quarters since.
  • Perigon Wealth Management's Super Micro Computer position peaked at $1.71M in Q2 2025.
  • 765 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.