Stiles Financial Services’s Super Micro Computer SMCI Stock Holding History

Stiles Financial Services’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	$1.01M	Sell	34,605 -370	-1%	-$11.8K	0.25%	86
2026 Q1	$796K	Sell	34,975 -3,860	-10%	-$116K	0.24%	92
2025 Q4	$1.14M	Buy	38,835 +11,520	+42%	+$474K	0.35%	79
2025 Q3	$1.31M	Buy	27,315 +5,345	+24%	+$255K	0.41%	72
2025 Q2	$1.08M	Buy	21,970 +2,500	+13%	+$96.4K	0.37%	79
2025 Q1	$667K	Buy	19,470 +8,120	+72%	+$308K	0.26%	96
2024 Q4	$346K	Buy	11,350 +600	+6%	+$21.8K	0.13%	135
2024 Q3	$448K	Buy	10,750 +6,500	+153%	+$396K	0.16%	122
2024 Q2	$348K	Buy	4,250 +1,460	+52%	+$125K	0.13%	130
2024 Q1	$282K	Buy	+2,790	New	+$204K	0.11%	147

Other funds holding SMCI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Stiles Financial Services's SMCI Position: Q2 2026 in Review

Stiles Financial Services reduced its Super Micro Computer (SMCI) stake by 1.1% in Q2 2026, selling an estimated $11.8K and leaving 34,605 shares worth $1.01M. The position accounts for 0.25% of the portfolio, ranked #86.

Stiles Financial Services first reported a position in SMCI in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.31M in Q3 2025. 772 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

Stiles Financial Services held 34,605 shares of Super Micro Computer worth $1.01M as of Q2 2026.
Stiles Financial Services sold 370 Super Micro Computer shares in Q2 2026, an estimated $11.8K.
Super Micro Computer made up 0.25% of Stiles Financial Services's portfolio in Q2 2026, its #86 holding.
Stiles Financial Services first reported a position in Super Micro Computer in Q1 2024 and has held it in 10 quarters since.
Stiles Financial Services's Super Micro Computer position peaked at $1.31M in Q3 2025.
772 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on Stiles Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.