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

TD 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
Q2 		$5.6M Sell
190,848
-65,879
-26% -$2.1M ﹤0.01% 785
2026
Q1 		$5.85M Buy
256,727
+11,904
+5% +$357K ﹤0.01% 767
2025
Q4 		$7.17M Buy
244,823
+4,085
+2% +$168K 0.01% 735
2025
Q3 		$11.5M Buy
240,738
+2,015
+0.8% +$96.2K 0.01% 622
2025
Q2 		$11.7M Sell
238,723
-8,922
-4% -$344K 0.01% 602
2025
Q1 		$8.48M Buy
247,645
+5,022
+2% +$191K 0.01% 676
2024
Q4 		$7.4M Buy
+242,623
New +$8.82M 0.01% 714
2024
Q3 		– Sell
-218,190
Closed -$17.9M – 1423
2024
Q2 		$17.9M Buy
218,190
+49,650
+29% +$4.24M 0.02% 517
2024
Q1 		$17M Buy
168,540
+94,640
+128% +$6.93M 0.02% 521
2023
Q4 		$2.1M Buy
73,900
+44,300
+150% +$1.23M ﹤0.01% 990
2023
Q3 		$812K Buy
+29,600
New +$825K ﹤0.01% 1179

Other funds holding SMCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

TD Asset Management's SMCI Position: Q2 2026 in Review

TD Asset Management reduced its Super Micro Computer (SMCI) stake by 26% in Q2 2026, selling an estimated $2.1M and leaving 190,848 shares worth $5.6M. The position accounts for ﹤0.01% of the portfolio, ranked #785.

TD Asset Management first reported a position in SMCI in Q3 2023 and has held it in 11 quarters since. The position peaked at $17.9M in Q2 2024. 608 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

  • TD Asset Management held 190,848 shares of Super Micro Computer worth $5.6M as of Q2 2026.
  • TD Asset Management sold 65,879 Super Micro Computer shares in Q2 2026, an estimated $2.1M.
  • Super Micro Computer made up ﹤0.01% of TD Asset Management's portfolio in Q2 2026, its #785 holding.
  • TD Asset Management first reported a position in Super Micro Computer in Q3 2023 and has held it in 11 quarters since.
  • TD Asset Management's Super Micro Computer position peaked at $17.9M in Q2 2024.
  • 608 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on TD Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.