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Steward Partners Investment Advisory’s Super Micro Computer SMCI Stock Holding History

Steward Partners Investment Advisory’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 		$374K Sell
12,735
-4,762
-27% -$152K ﹤0.01% 1880
2026
Q1 		$398K Buy
17,497
+8,093
+86% +$243K ﹤0.01% 1636
2025
Q4 		$275K Buy
9,404
+2,522
+37% +$104K ﹤0.01% 1760
2025
Q3 		$330K Buy
6,882
+782
+13% +$37.3K ﹤0.01% 1604
2025
Q2 		$299K Sell
6,100
-206
-3% -$7.94K ﹤0.01% 1558
2025
Q1 		$216K Sell
6,306
-3,960
-39% -$150K ﹤0.01% 1609
2024
Q4 		$313K Buy
10,266
+2,216
+28% +$80.5K ﹤0.01% 1387
2024
Q3 		$335K Buy
8,050
+3,720
+86% +$226K ﹤0.01% 1281
2024
Q2 		$355K Buy
4,330
+930
+27% +$79.5K ﹤0.01% 1207
2024
Q1 		$343K Sell
3,400
-4,500
-57% -$330K ﹤0.01% 1207
2023
Q4 		$225K Buy
7,900
+6,700
+558% +$186K ﹤0.01% 1331
2023
Q3 		$32.9K Sell
1,200
-16,300
-93% -$455K ﹤0.01% 2092
2023
Q2 		$436K Buy
17,500
+3,000
+21% +$50.3K 0.01% 980
2023
Q1 		$154K Buy
14,500
+6,000
+71% +$54.1K ﹤0.01% 1395
2022
Q4 		$69.8K Buy
8,500
+4,000
+89% +$30.5K ﹤0.01% 1705
2022
Q3 		$25K Buy
+4,500
New +$25.6K ﹤0.01% 2119

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

Steward Partners Investment Advisory's SMCI Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Super Micro Computer (SMCI) stake by 27% in Q2 2026, selling an estimated $152K and leaving 12,735 shares worth $374K. The position accounts for ﹤0.01% of the portfolio, ranked #1880.

Steward Partners Investment Advisory first reported a position in SMCI in Q3 2022 and has held it in 16 quarters since. The position peaked at $436K in Q2 2023. 773 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

  • Steward Partners Investment Advisory held 12,735 shares of Super Micro Computer worth $374K as of Q2 2026.
  • Steward Partners Investment Advisory sold 4,762 Super Micro Computer shares in Q2 2026, an estimated $152K.
  • Super Micro Computer made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1880 holding.
  • Steward Partners Investment Advisory first reported a position in Super Micro Computer in Q3 2022 and has held it in 16 quarters since.
  • Steward Partners Investment Advisory's Super Micro Computer position peaked at $436K in Q2 2023.
  • 773 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.