TrueWealth Advisors’s Super Micro Computer SMCI Stock Holding History

TrueWealth 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 Q3	–	Sell	-11,399	Closed	-$559K	–	232
2025 Q2	$559K	Buy	11,399 +2,840	+33%	+$109K	0.17%	114
2025 Q1	$293K	Buy	+8,559	New	+$325K	0.1%	164
2024 Q4	–	Sell	-5,930	Closed	-$247K	–	240
2024 Q3	$247K	Buy	5,930 +2,950	+99%	+$180K	0.08%	191
2024 Q2	$244K	Buy	+2,980	New	+$255K	0.09%	197

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

TrueWealth Advisors's SMCI Position: Q3 2025 in Review

TrueWealth Advisors sold out of Super Micro Computer (SMCI) in Q3 2025, closing a stake of 11,399 shares — an estimated $559K sold.

TrueWealth Advisors first reported a position in SMCI in Q2 2024 and held it in 4 quarters. The position peaked at $559K in Q2 2025. 849 funds tracked by Wall St. Rank hold SMCI as of Q3 2025.

TrueWealth Advisors reported no remaining Super Micro Computer position as of Q3 2025 after selling out during the quarter.
TrueWealth Advisors sold 11,399 Super Micro Computer shares in Q3 2025, an estimated $559K.
TrueWealth Advisors first reported a position in Super Micro Computer in Q2 2024 and held it in 4 quarters.
TrueWealth Advisors's Super Micro Computer position peaked at $559K in Q2 2025.
849 funds tracked by Wall St. Rank held Super Micro Computer as of Q3 2025.

Based on TrueWealth Advisors's 13F filing for Q3 2025, filed 15 Oct 2025.