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Summit Trail Advisors’s Super Micro Computer SMCI Stock Holding History

Summit Trail Advisors’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 		$1.2M Sell
39,722
-2,167
-5% -$69K 0.02% 902
2026
Q1 		$954K Buy
41,889
+9,577
+30% +$287K 0.01% 953
2025
Q4 		$946K Buy
32,312
+9,145
+39% +$377K 0.02% 842
2025
Q3 		$1.11M Buy
+23,167
New +$1.11M 0.02% 772
2018
Q1 		– Sell
-1,210
Closed -$3K – 1464
2017
Q4 		$3K Buy
+1,210
New +$2.6K ﹤0.01% 1567

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 $3.37T AUM 44.26% 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

Summit Trail Advisors's SMCI Position: Q2 2026 in Review

Summit Trail Advisors reduced its Super Micro Computer (SMCI) stake by 5.2% in Q2 2026, selling an estimated $69K and leaving 39,722 shares worth $1.2M. The position accounts for 0.02% of the portfolio, ranked #902.

Summit Trail Advisors first reported a position in SMCI in Q4 2017 and has held it in 5 quarters since. 765 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

  • Summit Trail Advisors held 39,722 shares of Super Micro Computer worth $1.2M as of Q2 2026.
  • Summit Trail Advisors sold 2,167 Super Micro Computer shares in Q2 2026, an estimated $69K.
  • Super Micro Computer made up 0.02% of Summit Trail Advisors's portfolio in Q2 2026, its #902 holding.
  • Summit Trail Advisors first reported a position in Super Micro Computer in Q4 2017 and has held it in 5 quarters since.
  • 765 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.