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Stratos Wealth Partners’s Super Micro Computer SMCI Stock Holding History

Stratos Wealth Partners’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
Q1 		$206K Sell
9,064
-925
-9% -$27.8K ﹤0.01% 1523
2025
Q4 		$292K Sell
9,989
-3,477
-26% -$143K ﹤0.01% 1304
2025
Q3 		$646K Sell
13,466
-3,838
-22% -$183K 0.01% 918
2025
Q2 		$848K Buy
17,304
+1,835
+12% +$70.7K 0.01% 746
2025
Q1 		$530K Buy
15,469
+2,820
+22% +$107K 0.01% 866
2024
Q4 		$386K Buy
+12,649
New +$460K 0.01% 1038
2024
Q3 		– Sell
-124,230
Closed -$10.2M – 1512
2024
Q2 		$10.2M Sell
124,230
-9,140
-7% -$781K 0.16% 133
2024
Q1 		$13.5M Buy
133,370
+48,040
+56% +$3.52M 0.22% 99
2023
Q4 		$2.43M Buy
85,330
+44,200
+107% +$1.23M 0.05% 374
2023
Q3 		$1.13M Buy
+41,130
New +$1.15M 0.02% 531

Other funds holding SMCI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
DE
Defiance ETFs New York $6.98B AUM

Stratos Wealth Partners's SMCI Position: Q1 2026 in Review

Stratos Wealth Partners reduced its Super Micro Computer (SMCI) stake by 9.3% in Q1 2026, selling an estimated $27.8K and leaving 9,064 shares worth $206K. The position accounts for ﹤0.01% of the portfolio, ranked #1523.

Stratos Wealth Partners first reported a position in SMCI in Q3 2023 and has held it in 10 quarters since. The position peaked at $13.5M in Q1 2024. 706 funds tracked by Wall St. Rank hold SMCI as of Q1 2026.

  • Stratos Wealth Partners held 9,064 shares of Super Micro Computer worth $206K as of Q1 2026.
  • Stratos Wealth Partners sold 925 Super Micro Computer shares in Q1 2026, an estimated $27.8K.
  • Super Micro Computer made up ﹤0.01% of Stratos Wealth Partners's portfolio in Q1 2026, its #1523 holding.
  • Stratos Wealth Partners first reported a position in Super Micro Computer in Q3 2023 and has held it in 10 quarters since.
  • Stratos Wealth Partners's Super Micro Computer position peaked at $13.5M in Q1 2024.
  • 706 funds tracked by Wall St. Rank held Super Micro Computer as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.