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Strait & Sound Wealth Management’s Super Micro Computer SMCI Stock Holding History

Strait & Sound Wealth 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
Q2 		– Sell
-9,200
Closed -$315K – 150
2025
Q1 		$315K Buy
9,200
+500
+6% +$19K 0.15% 112
2024
Q4 		$265K Sell
8,700
-18,750
-68% -$681K 0.12% 123
2024
Q3 		$708K Buy
+27,450
New +$1.67M 0.34% 54

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Strait & Sound Wealth Management's SMCI Position: Q2 2025 in Review

Strait & Sound Wealth Management sold out of Super Micro Computer (SMCI) in Q2 2025, closing a stake of 9,200 shares — an estimated $315K sold.

Strait & Sound Wealth Management first reported a position in SMCI in Q3 2024 and held it in 3 quarters. The position peaked at $708K in Q3 2024. 832 funds tracked by Wall St. Rank hold SMCI as of Q2 2025.

  • Strait & Sound Wealth Management reported no remaining Super Micro Computer position as of Q2 2025 after selling out during the quarter.
  • Strait & Sound Wealth Management sold 9,200 Super Micro Computer shares in Q2 2025, an estimated $315K.
  • Strait & Sound Wealth Management first reported a position in Super Micro Computer in Q3 2024 and held it in 3 quarters.
  • Strait & Sound Wealth Management's Super Micro Computer position peaked at $708K in Q3 2024.
  • 832 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2025.

Based on Strait & Sound Wealth Management's 13F filing for Q2 2025, filed 31 Jul 2025.