Sunstone Asset Management’s Super Micro Computer SMCI Stock Holding History

Sunstone Asset 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
2026 Q1	–	Sell	-14,000	Closed	-$410K	–	74
2025 Q4	$410K	Buy	+14,000	New	+$576K	0.39%	48

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

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

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Defiance ETFs New York $7.37B AUM

Sunstone Asset Management's SMCI Position: Q1 2026 in Review

Sunstone Asset Management sold out of Super Micro Computer (SMCI) in Q1 2026, closing a stake of 14,000 shares — an estimated $410K sold.

Sunstone Asset Management first reported a position in SMCI in Q4 2025 and held it in 1 quarter. The position peaked at $410K in Q4 2025. 708 funds tracked by Wall St. Rank hold SMCI as of Q1 2026.

Sunstone Asset Management reported no remaining Super Micro Computer position as of Q1 2026 after selling out during the quarter.
Sunstone Asset Management sold 14,000 Super Micro Computer shares in Q1 2026, an estimated $410K.
Sunstone Asset Management first reported a position in Super Micro Computer in Q4 2025 and held it in 1 quarter.
Sunstone Asset Management's Super Micro Computer position peaked at $410K in Q4 2025.
708 funds tracked by Wall St. Rank held Super Micro Computer as of Q1 2026.

Based on Sunstone Asset Management's 13F filing for Q1 2026, filed 14 May 2026.