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Principia Wealth Advisory’s Super Micro Computer SMCI Stock Holding History

Principia Wealth Advisory’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 		$1.32K Buy
45
+29
+181% +$924 ﹤0.01% 704
2026
Q1 		$364 Buy
16
+2
+14% +$60 ﹤0.01% 892
2025
Q4 		$410 Sell
14
-12
-46% -$494 ﹤0.01% 847
2025
Q3 		$1.25K Buy
26
+1
+4% +$48 ﹤0.01% 568
2025
Q2 		$1.23K Sell
25
-4
-14% -$154 ﹤0.01% 509
2025
Q1 		$1.06K Buy
29
+13
+81% +$493 ﹤0.01% 382
2024
Q4 		$488 Buy
+16
New +$582 ﹤0.01% 552

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

Principia Wealth Advisory's SMCI Position: Q2 2026 in Review

Principia Wealth Advisory increased its Super Micro Computer (SMCI) stake by 181% in Q2 2026, buying an estimated $924 and bringing the position to 45 shares worth $1.32K. The position accounts for ﹤0.01% of the portfolio, ranked #704.

Principia Wealth Advisory first reported a position in SMCI in Q4 2024 and has held it in 7 quarters since. 770 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

  • Principia Wealth Advisory held 45 shares of Super Micro Computer worth $1.32K as of Q2 2026.
  • Principia Wealth Advisory bought 29 Super Micro Computer shares in Q2 2026, an estimated $924.
  • Super Micro Computer made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #704 holding.
  • Principia Wealth Advisory first reported a position in Super Micro Computer in Q4 2024 and has held it in 7 quarters since.
  • 770 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.