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Trifecta Capital Advisors’s Super Micro Computer SMCI Stock Holding History

Trifecta Capital 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
2025
Q2 		– Sell
-28
Closed -$959 – 501
2025
Q1 		$959 Buy
+28
New +$1.06K ﹤0.01% 381
2024
Q3 		– Sell
-20
Closed -$1.64K – 420
2024
Q2 		$1.64K Buy
+20
New +$1.71K ﹤0.01% 335

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Trifecta Capital Advisors's SMCI Position: Q2 2025 in Review

Trifecta Capital Advisors sold out of Super Micro Computer (SMCI) in Q2 2025, closing a stake of 28 shares — an estimated $959 sold.

Trifecta Capital Advisors first reported a position in SMCI in Q2 2024 and held it in 2 quarters. The position peaked at $1.64K in Q2 2024. 832 funds tracked by Wall St. Rank hold SMCI as of Q2 2025.

  • Trifecta Capital Advisors reported no remaining Super Micro Computer position as of Q2 2025 after selling out during the quarter.
  • Trifecta Capital Advisors sold 28 Super Micro Computer shares in Q2 2025, an estimated $959.
  • Trifecta Capital Advisors first reported a position in Super Micro Computer in Q2 2024 and held it in 2 quarters.
  • Trifecta Capital Advisors's Super Micro Computer position peaked at $1.64K in Q2 2024.
  • 832 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2025.

Based on Trifecta Capital Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.