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Surience Private Wealth’s Super Micro Computer SMCI Stock Holding History

Surience Private Wealth’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
Q3 		– Sell
-51,133
Closed -$2.51M – 38
2025
Q2 		$2.51M Buy
+51,133
New +$1.97M 2.35% 17

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Surience Private Wealth's SMCI Position: Q3 2025 in Review

Surience Private Wealth sold out of Super Micro Computer (SMCI) in Q3 2025, closing a stake of 51,133 shares — an estimated $2.51M sold.

Surience Private Wealth first reported a position in SMCI in Q2 2025 and held it in 1 quarter. The position peaked at $2.51M in Q2 2025. 849 funds tracked by Wall St. Rank hold SMCI as of Q3 2025.

  • Surience Private Wealth reported no remaining Super Micro Computer position as of Q3 2025 after selling out during the quarter.
  • Surience Private Wealth sold 51,133 Super Micro Computer shares in Q3 2025, an estimated $2.51M.
  • Surience Private Wealth first reported a position in Super Micro Computer in Q2 2025 and held it in 1 quarter.
  • Surience Private Wealth's Super Micro Computer position peaked at $2.51M in Q2 2025.
  • 849 funds tracked by Wall St. Rank held Super Micro Computer as of Q3 2025.

Based on Surience Private Wealth's 13F filing for Q3 2025, filed 9 Oct 2025.