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Ulland Investment Advisors’s Super Micro Computer SMCI Stock Holding History

Ulland Investment 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
-580
Closed -$28K – 228
2025
Q3 		$28K Sell
580
-100
-15% -$4.78K 0.02% 140
2025
Q2 		$33K Sell
680
-1,125
-62% -$43.4K 0.03% 128
2025
Q1 		$62K Sell
1,805
-2,665
-60% -$101K 0.05% 101
2024
Q4 		$136K Sell
4,470
-45,530
-91% -$1.65M 0.09% 70
2024
Q3 		$2.08M Buy
50,000
+8,300
+20% +$505K 1.52% 19
2024
Q2 		$3.42M Buy
41,700
+1,680
+4% +$144K 2.38% 14
2024
Q1 		$4.04M Buy
+40,020
New +$2.93M 3.23% 11

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
Invesco
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ulland Investment Advisors's SMCI Position: Q4 2025 in Review

Ulland Investment Advisors sold out of Super Micro Computer (SMCI) in Q4 2025, closing a stake of 580 shares — an estimated $28K sold.

Ulland Investment Advisors first reported a position in SMCI in Q1 2024 and held it in 7 quarters. The position peaked at $4.04M in Q1 2024. 757 funds tracked by Wall St. Rank hold SMCI as of Q4 2025.

  • Ulland Investment Advisors reported no remaining Super Micro Computer position as of Q4 2025 after selling out during the quarter.
  • Ulland Investment Advisors sold 580 Super Micro Computer shares in Q4 2025, an estimated $28K.
  • Ulland Investment Advisors first reported a position in Super Micro Computer in Q1 2024 and held it in 7 quarters.
  • Ulland Investment Advisors's Super Micro Computer position peaked at $4.04M in Q1 2024.
  • 757 funds tracked by Wall St. Rank held Super Micro Computer as of Q4 2025.

Based on Ulland Investment Advisors's 13F filing for Q4 2025, filed 8 Jan 2026.