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

Peterson 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
2025
Q4 		– Sell
-20,715
Closed -$993K – 45
2025
Q3 		$993K Buy
+20,715
New +$989K 0.69% 28

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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 $1.89T AUM 35.08% 1-Year Est. Return
Invesco
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Peterson Wealth Management's SMCI Position: Q4 2025 in Review

Peterson Wealth Management sold out of Super Micro Computer (SMCI) in Q4 2025, closing a stake of 20,715 shares — an estimated $993K sold.

Peterson Wealth Management first reported a position in SMCI in Q3 2025 and held it in 1 quarter. The position peaked at $993K in Q3 2025. 759 funds tracked by Wall St. Rank hold SMCI as of Q4 2025.

  • Peterson Wealth Management reported no remaining Super Micro Computer position as of Q4 2025 after selling out during the quarter.
  • Peterson Wealth Management sold 20,715 Super Micro Computer shares in Q4 2025, an estimated $993K.
  • Peterson Wealth Management first reported a position in Super Micro Computer in Q3 2025 and held it in 1 quarter.
  • Peterson Wealth Management's Super Micro Computer position peaked at $993K in Q3 2025.
  • 759 funds tracked by Wall St. Rank held Super Micro Computer as of Q4 2025.

Based on Peterson Wealth Management's 13F filing for Q4 2025, filed 4 Feb 2026.