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Rothschild Investment LLC’s Super Micro Computer SMCI Stock Holding History

Rothschild Investment LLC’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 		$57.2K Buy
1,949
+1,550
+388% +$49.4K ﹤0.01% 1212
2026
Q1 		$9.09K Buy
399
+45
+13% +$1.35K ﹤0.01% 1734
2025
Q4 		$10.4K Sell
354
-259
-42% -$10.7K ﹤0.01% 1556
2025
Q3 		$29.4K Buy
613
+155
+34% +$7.4K ﹤0.01% 1139
2025
Q2 		$22.4K Sell
458
-253
-36% -$9.75K ﹤0.01% 996
2025
Q1 		$24.3K Buy
711
+334
+89% +$12.7K ﹤0.01% 942
2024
Q4 		$11.5K Sell
377
-32,333
-99% -$1.18M ﹤0.01% 1124
2024
Q3 		$1.36M Buy
32,710
+31,510
+2,626% +$1.92M 0.09% 195
2024
Q2 		$98.3K Buy
1,200
+330
+38% +$28.2K 0.01% 622
2024
Q1 		$87.9K Buy
+870
New +$63.7K 0.01% 621

Other funds holding SMCI

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
RIA
RPG Investment Advisory Pleasanton, California $973M AUM 39.93% 1-Year Est. Return
HIM
Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Rothschild Investment LLC's SMCI Position: Q2 2026 in Review

Rothschild Investment LLC increased its Super Micro Computer (SMCI) stake by 388% in Q2 2026, buying an estimated $49.4K and bringing the position to 1,949 shares worth $57.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1212.

Rothschild Investment LLC first reported a position in SMCI in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.36M in Q3 2024. 333 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

  • Rothschild Investment LLC held 1,949 shares of Super Micro Computer worth $57.2K as of Q2 2026.
  • Rothschild Investment LLC bought 1,550 Super Micro Computer shares in Q2 2026, an estimated $49.4K.
  • Super Micro Computer made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1212 holding.
  • Rothschild Investment LLC first reported a position in Super Micro Computer in Q1 2024 and has held it in 10 quarters since.
  • Rothschild Investment LLC's Super Micro Computer position peaked at $1.36M in Q3 2024.
  • 333 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.