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

SHP 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
2026
Q2 		$31.6K Buy
1,078
+23
+2% +$733 ﹤0.01% 654
2026
Q1 		$24K Buy
1,055
+66
+7% +$1.98K ﹤0.01% 677
2025
Q4 		$29K Buy
+989
New +$40.7K ﹤0.01% 603

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 $3.38T AUM 44.17% 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

SHP Wealth Management's SMCI Position: Q2 2026 in Review

SHP Wealth Management increased its Super Micro Computer (SMCI) stake by 2.2% in Q2 2026, buying an estimated $733 and bringing the position to 1,078 shares worth $31.6K. The position accounts for ﹤0.01% of the portfolio, ranked #654.

SHP Wealth Management first reported a position in SMCI in Q4 2025 and has held it in 3 quarters since. 773 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

  • SHP Wealth Management held 1,078 shares of Super Micro Computer worth $31.6K as of Q2 2026.
  • SHP Wealth Management bought 23 Super Micro Computer shares in Q2 2026, an estimated $733.
  • Super Micro Computer made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #654 holding.
  • SHP Wealth Management first reported a position in Super Micro Computer in Q4 2025 and has held it in 3 quarters since.
  • 773 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.