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Rockline Wealth Management’s Super Micro Computer SMCI Stock Holding History

Rockline Wealth Management’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
2025
Q3 		– Sell
-12,000
Closed -$588K – 106
2025
Q2 		$588K Hold
12,000
– – 0.14% 63
2025
Q1 		$411K Hold
12,000
– – 0.11% 69
2024
Q4 		$366K Buy
+12,000
New +$436K 0.1% 76
2024
Q2 		– Sell
-1,990
Closed -$201K – 104
2024
Q1 		$201K Buy
+1,990
New +$146K 0.07% 93

Other funds holding SMCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Rockline Wealth Management's SMCI Position: Q3 2025 in Review

Rockline Wealth Management sold out of Super Micro Computer (SMCI) in Q3 2025, closing a stake of 12,000 shares — an estimated $588K sold.

Rockline Wealth Management first reported a position in SMCI in Q1 2024 and held it in 4 quarters. The position peaked at $588K in Q2 2025. 850 funds tracked by Wall St. Rank hold SMCI as of Q3 2025.

  • Rockline Wealth Management reported no remaining Super Micro Computer position as of Q3 2025 after selling out during the quarter.
  • Rockline Wealth Management sold 12,000 Super Micro Computer shares in Q3 2025, an estimated $588K.
  • Rockline Wealth Management first reported a position in Super Micro Computer in Q1 2024 and held it in 4 quarters.
  • Rockline Wealth Management's Super Micro Computer position peaked at $588K in Q2 2025.
  • 850 funds tracked by Wall St. Rank held Super Micro Computer as of Q3 2025.

Based on Rockline Wealth Management's 13F filing for Q3 2025, filed 3 Nov 2025.