TWD
SMCI icon

True Wealth Design’s Super Micro Computer SMCI Stock Holding History

True Wealth Design’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 		$2.58K Buy
88
+39
+80% +$1.24K ﹤0.01% 1585
2026
Q1 		$1.12K Buy
49
+18
+58% +$540 ﹤0.01% 1767
2025
Q4 		$908 Buy
31
+15
+94% +$618 ﹤0.01% 1742
2025
Q3 		$768 Sell
16
-7
-30% -$334 ﹤0.01% 1848
2025
Q2 		$1.13K Buy
23
+12
+109% +$463 ﹤0.01% 1418
2025
Q1 		$377 Buy
11
+6
+120% +$228 ﹤0.01% 1670
2024
Q4 		$153 Sell
5
-15
-75% -$545 ﹤0.01% 1247
2024
Q3 		$833 Sell
20
-10
-33% -$609 ﹤0.01% 1011
2024
Q2 		$2.46K Buy
30
+10
+50% +$855 ﹤0.01% 343
2024
Q1 		$2.02K Buy
20
+10
+100% +$733 ﹤0.01% 350
2023
Q4 		$285 Hold
10
– – ﹤0.01% 617
2023
Q3 		$275 Buy
+10
New +$279 ﹤0.01% 580

Other funds holding SMCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

True Wealth Design's SMCI Position: Q2 2026 in Review

True Wealth Design increased its Super Micro Computer (SMCI) stake by 80% in Q2 2026, buying an estimated $1.24K and bringing the position to 88 shares worth $2.58K. The position accounts for ﹤0.01% of the portfolio, ranked #1585.

True Wealth Design first reported a position in SMCI in Q3 2023 and has held it in 12 quarters since. 765 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

  • True Wealth Design held 88 shares of Super Micro Computer worth $2.58K as of Q2 2026.
  • True Wealth Design bought 39 Super Micro Computer shares in Q2 2026, an estimated $1.24K.
  • Super Micro Computer made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1585 holding.
  • True Wealth Design first reported a position in Super Micro Computer in Q3 2023 and has held it in 12 quarters since.
  • 765 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.