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Sagespring Wealth Partners’s Super Micro Computer SMCI Stock Holding History

Sagespring Wealth Partners’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
Q4 		– Sell
-5,372
Closed -$258K – 807
2025
Q3 		$258K Buy
5,372
+748
+16% +$35.7K 0.01% 656
2025
Q2 		$227K Buy
+4,624
New +$178K ﹤0.01% 660

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 $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Sagespring Wealth Partners's SMCI Position: Q4 2025 in Review

Sagespring Wealth Partners sold out of Super Micro Computer (SMCI) in Q4 2025, closing a stake of 5,372 shares — an estimated $258K sold.

Sagespring Wealth Partners first reported a position in SMCI in Q2 2025 and held it in 2 quarters. The position peaked at $258K in Q3 2025. 757 funds tracked by Wall St. Rank hold SMCI as of Q4 2025.

  • Sagespring Wealth Partners reported no remaining Super Micro Computer position as of Q4 2025 after selling out during the quarter.
  • Sagespring Wealth Partners sold 5,372 Super Micro Computer shares in Q4 2025, an estimated $258K.
  • Sagespring Wealth Partners first reported a position in Super Micro Computer in Q2 2025 and held it in 2 quarters.
  • Sagespring Wealth Partners's Super Micro Computer position peaked at $258K in Q3 2025.
  • 757 funds tracked by Wall St. Rank held Super Micro Computer as of Q4 2025.

Based on Sagespring Wealth Partners's 13F filing for Q4 2025, filed 7 Jan 2026.