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SOA Wealth Advisors’s Super Micro Computer SMCI Stock Holding History

SOA Wealth 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 		$129K Buy
4,385
+2,390
+120% +$76.1K 0.02% 260
2026
Q1 		$45.4K Hold
1,995
– – 0.01% 386
2025
Q4 		$58.4K Sell
1,995
-217
-10% -$8.93K 0.01% 347
2025
Q3 		$106K Hold
2,212
– – 0.02% 284
2025
Q2 		$108K Sell
2,212
-283
-11% -$10.9K 0.02% 271
2025
Q1 		$85.4K Sell
2,495
-1,186
-32% -$45K 0.02% 277
2024
Q4 		$112K Buy
+3,681
New +$134K 0.02% 241
2024
Q3 		– Sell
-210
Closed -$17.2K – 858
2024
Q2 		$17.2K Buy
210
+120
+133% +$10.3K ﹤0.01% 459
2024
Q1 		$9.09K Buy
+90
New +$6.59K ﹤0.01% 551

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

SOA Wealth Advisors's SMCI Position: Q2 2026 in Review

SOA Wealth Advisors increased its Super Micro Computer (SMCI) stake by 120% in Q2 2026, buying an estimated $76.1K and bringing the position to 4,385 shares worth $129K. The position accounts for 0.02% of the portfolio, ranked #260.

SOA Wealth Advisors first reported a position in SMCI in Q1 2024 and has held it in 9 quarters since. 767 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

  • SOA Wealth Advisors held 4,385 shares of Super Micro Computer worth $129K as of Q2 2026.
  • SOA Wealth Advisors bought 2,390 Super Micro Computer shares in Q2 2026, an estimated $76.1K.
  • Super Micro Computer made up 0.02% of SOA Wealth Advisors's portfolio in Q2 2026, its #260 holding.
  • SOA Wealth Advisors first reported a position in Super Micro Computer in Q1 2024 and has held it in 9 quarters since.
  • 767 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.