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Planning Strategies’s Super Micro Computer SMCI Stock Holding History

Planning Strategies’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 		$63.6K Buy
+2,168
New +$69.1K 0.04% 140

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

Planning Strategies's SMCI Position: Q2 2026 in Review

Planning Strategies opened a new position in Super Micro Computer (SMCI) in Q2 2026: 2,168 shares worth $63.6K. The stake represents 0.04% of the portfolio and ranks #140 among its holdings.

721 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

  • Planning Strategies held 2,168 shares of Super Micro Computer worth $63.6K as of Q2 2026.
  • Super Micro Computer was a new Planning Strategies position in Q2 2026.
  • Super Micro Computer made up 0.04% of Planning Strategies's portfolio in Q2 2026, its #140 holding.
  • 721 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.