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Smallwood Wealth Investment Management’s Super Micro Computer SMCI Stock Holding History

Smallwood Wealth Investment 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
2025
Q3 		– Sell
-72
Closed -$3.53K – 580
2025
Q2 		$3.53K Hold
72
– – ﹤0.01% 373
2025
Q1 		$2.46K Buy
+72
New +$2.73K ﹤0.01% 374

Other funds holding SMCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Smallwood Wealth Investment Management's SMCI Position: Q3 2025 in Review

Smallwood Wealth Investment Management sold out of Super Micro Computer (SMCI) in Q3 2025, closing a stake of 72 shares — an estimated $3.53K sold.

Smallwood Wealth Investment Management first reported a position in SMCI in Q1 2025 and held it in 2 quarters. The position peaked at $3.53K in Q2 2025. 850 funds tracked by Wall St. Rank hold SMCI as of Q3 2025.

  • Smallwood Wealth Investment Management reported no remaining Super Micro Computer position as of Q3 2025 after selling out during the quarter.
  • Smallwood Wealth Investment Management sold 72 Super Micro Computer shares in Q3 2025, an estimated $3.53K.
  • Smallwood Wealth Investment Management first reported a position in Super Micro Computer in Q1 2025 and held it in 2 quarters.
  • Smallwood Wealth Investment Management's Super Micro Computer position peaked at $3.53K in Q2 2025.
  • 850 funds tracked by Wall St. Rank held Super Micro Computer as of Q3 2025.

Based on Smallwood Wealth Investment Management's 13F filing for Q3 2025, filed 17 Oct 2025.