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Stephens Consulting’s Super Micro Computer SMCI Stock Holding History

Stephens Consulting’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
Q4 		$293 Buy
+10
New +$412 ﹤0.01% 445
2025
Q3 		– Sell
-22
Closed -$1.08K – 1040
2025
Q2 		$1.08K Buy
+22
New +$848 ﹤0.01% 643

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Stephens Consulting's SMCI Position: Q4 2025 in Review

Stephens Consulting opened a new position in Super Micro Computer (SMCI) in Q4 2025: 10 shares worth $293. The stake represents ﹤0.01% of the portfolio and ranks #445 among its holdings. This is a return to the name: Stephens Consulting previously reported a position in SMCI as recently as Q2 2025.

Stephens Consulting first reported a position in SMCI in Q2 2025 and has held it in 2 quarters since. The position peaked at $1.08K in Q2 2025. 756 funds tracked by Wall St. Rank hold SMCI as of Q4 2025.

  • Stephens Consulting held 10 shares of Super Micro Computer worth $293 as of Q4 2025.
  • Super Micro Computer was a new Stephens Consulting position in Q4 2025.
  • Super Micro Computer made up ﹤0.01% of Stephens Consulting's portfolio in Q4 2025, its #445 holding.
  • Stephens Consulting first reported a position in Super Micro Computer in Q2 2025 and has held it in 2 quarters since.
  • Stephens Consulting's Super Micro Computer position peaked at $1.08K in Q2 2025.
  • 756 funds tracked by Wall St. Rank held Super Micro Computer as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.