Private Advisory Group’s Super Micro Computer SMCI Stock Holding History

Private Advisory Group’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	$453K	Buy	+15,440	New	+$492K	0.02%	226
2024 Q3	–	Sell	-54,900	Closed	-$4.5M	–	217
2024 Q2	$4.5M	Sell	54,900 -53,990	-50%	-$4.61M	0.59%	48
2024 Q1	$11M	Buy	+108,890	New	+$7.98M	1.57%	14
2023 Q3	–	Sell	-33,220	Closed	-$828K	–	218
2023 Q2	$828K	Buy	+33,220	New	+$556K	0.16%	116
2023 Q1	–	Sell	-90,400	Closed	-$742K	–	230
2022 Q4	$742K	Buy	+90,400	New	+$688K	0.16%	106

Other funds holding SMCI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Private Advisory Group's SMCI Position: Q2 2026 in Review

Private Advisory Group opened a new position in Super Micro Computer (SMCI) in Q2 2026: 15,440 shares worth $453K. The stake represents 0.02% of the portfolio and ranks #226 among its holdings. This is a return to the name: Private Advisory Group previously reported a position in SMCI as recently as Q2 2024.

Private Advisory Group first reported a position in SMCI in Q4 2022 and has held it in 5 quarters since. The position peaked at $11M in Q1 2024. 772 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

Private Advisory Group held 15,440 shares of Super Micro Computer worth $453K as of Q2 2026.
Super Micro Computer was a new Private Advisory Group position in Q2 2026.
Super Micro Computer made up 0.02% of Private Advisory Group's portfolio in Q2 2026, its #226 holding.
Private Advisory Group first reported a position in Super Micro Computer in Q4 2022 and has held it in 5 quarters since.
Private Advisory Group's Super Micro Computer position peaked at $11M in Q1 2024.
772 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on Private Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.