SVB Wealth’s Super Micro Computer SMCI Stock Holding History

SVB 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 Q2	–	Sell	-1,615	Closed	-$55.3K	–	1445
2025 Q1	$55.3K	Buy	+1,615	New	+$61.3K	﹤0.01%	520
2024 Q2	–	Sell	-3,520	Closed	-$356K	–	811
2024 Q1	$356K	Buy	+3,520	New	+$258K	0.01%	577

Other funds holding SMCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SVB Wealth's SMCI Position: Q2 2025 in Review

SVB Wealth sold out of Super Micro Computer (SMCI) in Q2 2025, closing a stake of 1,615 shares — an estimated $55.3K sold.

SVB Wealth first reported a position in SMCI in Q1 2024 and held it in 2 quarters. The position peaked at $356K in Q1 2024. 832 funds tracked by Wall St. Rank hold SMCI as of Q2 2025.

SVB Wealth reported no remaining Super Micro Computer position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 1,615 Super Micro Computer shares in Q2 2025, an estimated $55.3K.
SVB Wealth first reported a position in Super Micro Computer in Q1 2024 and held it in 2 quarters.
SVB Wealth's Super Micro Computer position peaked at $356K in Q1 2024.
832 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.