U.S. Capital Wealth Advisors’s Super Micro Computer SMCI Stock Holding History

U.S. Capital Wealth 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 Q4	–	Sell	-5,497	Closed	-$264K	–	1025
2025 Q3	$264K	Sell	5,497 -151	-3%	-$7.21K	0.01%	808
2025 Q2	$277K	Buy	+5,648	New	+$218K	0.01%	743
2024 Q4	–	Sell	-10,020	Closed	-$417K	–	829
2024 Q3	$417K	Sell	10,020 -26,070	-72%	-$1.59M	0.01%	518
2024 Q2	$2.96M	Buy	36,090 +17,960	+99%	+$1.54M	0.11%	175
2024 Q1	$1.83M	Sell	18,130 -38,830	-68%	-$2.85M	0.07%	250
2023 Q4	$1.62M	Buy	+56,960	New	+$1.58M	0.06%	264

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

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

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

U.S. Capital Wealth Advisors's SMCI Position: Q4 2025 in Review

U.S. Capital Wealth Advisors sold out of Super Micro Computer (SMCI) in Q4 2025, closing a stake of 5,497 shares — an estimated $264K sold.

U.S. Capital Wealth Advisors first reported a position in SMCI in Q4 2023 and held it in 6 quarters. The position peaked at $2.96M in Q2 2024. 757 funds tracked by Wall St. Rank hold SMCI as of Q4 2025.

U.S. Capital Wealth Advisors reported no remaining Super Micro Computer position as of Q4 2025 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 5,497 Super Micro Computer shares in Q4 2025, an estimated $264K.
U.S. Capital Wealth Advisors first reported a position in Super Micro Computer in Q4 2023 and held it in 6 quarters.
U.S. Capital Wealth Advisors's Super Micro Computer position peaked at $2.96M in Q2 2024.
757 funds tracked by Wall St. Rank held Super Micro Computer as of Q4 2025.

Based on U.S. Capital Wealth Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.