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Principal Securities’s Super Micro Computer SMCI Stock Holding History

Principal Securities’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
Q1 		– Sell
-8,287
Closed -$243K – 1469
2025
Q4 		$243K Buy
8,287
+538
+7% +$22.2K ﹤0.01% 1230
2025
Q3 		$371K Sell
7,749
-493
-6% -$23.5K 0.01% 1028
2025
Q2 		$404K Buy
8,242
+5,095
+162% +$196K 0.01% 944
2025
Q1 		$95.9K Hold
3,147
– – ﹤0.01% 1460
2024
Q4 		$95.9K Sell
3,147
-5,833
-65% -$212K ﹤0.01% 1458
2024
Q3 		$374K Sell
8,980
-1,910
-18% -$116K 0.01% 858
2024
Q2 		$892K Buy
10,890
+1,660
+18% +$142K 0.02% 505
2024
Q1 		$932K Sell
9,230
-6,510
-41% -$477K 0.03% 477
2023
Q4 		$447K Buy
+15,740
New +$436K 0.02% 637

Other funds holding SMCI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return
DE
Defiance ETFs New York $6.95B AUM