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Sequoia Financial Advisors’s Super Micro Computer SMCI Stock Holding History

Sequoia Financial Advisors’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 		$759K Sell
25,879
-2,325
-8% -$74.1K ﹤0.01% 1078
2026
Q1 		$642K Buy
28,204
+8,456
+43% +$254K ﹤0.01% 1119
2025
Q4 		$578K Sell
19,748
-2,461
-11% -$101K ﹤0.01% 1202
2025
Q3 		$1.06M Buy
22,209
+3,773
+20% +$180K 0.01% 748
2025
Q2 		$904K Sell
18,436
-807
-4% -$31.1K 0.01% 726
2025
Q1 		$659K Buy
19,243
+5,804
+43% +$220K 0.01% 759
2024
Q4 		$410K Buy
13,439
+1,129
+9% +$41K ﹤0.01% 885
2024
Q3 		$513K Sell
12,310
-1,810
-13% -$110K 0.01% 735
2024
Q2 		$1.16M Buy
14,120
+11,320
+404% +$968K 0.01% 452
2024
Q1 		$283K Buy
+2,800
New +$205K ﹤0.01% 885

Other funds holding SMCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Sequoia Financial Advisors's SMCI Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Super Micro Computer (SMCI) stake by 8.2% in Q2 2026, selling an estimated $74.1K and leaving 25,879 shares worth $759K. The position accounts for ﹤0.01% of the portfolio, ranked #1078.

Sequoia Financial Advisors first reported a position in SMCI in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.16M in Q2 2024. 765 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

  • Sequoia Financial Advisors held 25,879 shares of Super Micro Computer worth $759K as of Q2 2026.
  • Sequoia Financial Advisors sold 2,325 Super Micro Computer shares in Q2 2026, an estimated $74.1K.
  • Super Micro Computer made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1078 holding.
  • Sequoia Financial Advisors first reported a position in Super Micro Computer in Q1 2024 and has held it in 10 quarters since.
  • Sequoia Financial Advisors's Super Micro Computer position peaked at $1.16M in Q2 2024.
  • 765 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.