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Private Wealth Management Group’s Super Micro Computer SMCI Stock Holding History

Private Wealth Management 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
Q1 		$1.94K Hold
85
– – ﹤0.01% 1095
2025
Q4 		$2.49K Hold
85
– – ﹤0.01% 1012
2025
Q3 		$4.08K Hold
85
– – ﹤0.01% 872
2025
Q2 		$4.17K Hold
85
– – ﹤0.01% 829
2025
Q1 		$2.91K Sell
85
-15
-15% -$569 ﹤0.01% 928
2024
Q4 		$3.05K Sell
100
-40
-29% -$1.45K ﹤0.01% 936
2024
Q3 		$5.83K Sell
140
-80
-36% -$4.87K ﹤0.01% 672
2024
Q2 		$18K Buy
220
+70
+47% +$5.98K 0.01% 296
2024
Q1 		$15.2K Sell
150
-120
-44% -$8.79K 0.01% 325
2023
Q4 		$7.68K Buy
+270
New +$7.48K ﹤0.01% 475

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