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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
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
DE
Defiance ETFs New York $6.98B AUM

SHP Wealth Management's SMCI Position: Q1 2026 in Review

SHP Wealth Management increased its Super Micro Computer (SMCI) stake by 6.7% in Q1 2026, buying an estimated $1.98K and bringing the position to 1,055 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #677.

SHP Wealth Management first reported a position in SMCI in Q4 2025 and has held it in 2 quarters since. The position peaked at $29K in Q4 2025. 707 funds tracked by Wall St. Rank hold SMCI as of Q1 2026.

  • SHP Wealth Management held 1,055 shares of Super Micro Computer worth $24K as of Q1 2026.
  • SHP Wealth Management bought 66 Super Micro Computer shares in Q1 2026, an estimated $1.98K.
  • Super Micro Computer made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #677 holding.
  • SHP Wealth Management first reported a position in Super Micro Computer in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Super Micro Computer position peaked at $29K in Q4 2025.
  • 707 funds tracked by Wall St. Rank held Super Micro Computer as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.