United Capital Financial Advisors’s Super Micro Computer SMCI Stock Holding History

United Capital Financial 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
2026 Q2	$394K	Buy	13,438 +784	+6%	+$25K	﹤0.01%	1248
2026 Q1	$288K	Buy	12,654 +1,669	+15%	+$50.1K	﹤0.01%	1371
2025 Q4	$322K	Sell	10,985 -7,852	-42%	-$323K	﹤0.01%	1136
2025 Q3	$903K	Buy	18,837 +111	+0.6%	+$5.3K	0.01%	673
2025 Q2	$918K	Buy	18,726 +2,532	+16%	+$97.6K	0.01%	612
2025 Q1	$554K	Buy	16,194 +5,969	+58%	+$226K	﹤0.01%	717
2024 Q4	$312K	Buy	10,225 +445	+5%	+$16.2K	﹤0.01%	867
2024 Q3	$407K	Sell	9,780 -2,340	-19%	-$142K	﹤0.01%	785
2024 Q2	$993K	Sell	12,120 -640	-5%	-$54.7K	0.01%	532
2024 Q1	$1.29M	Buy	12,760 +3,400	+36%	+$249K	0.01%	510
2023 Q4	$266K	Buy	+9,360	New	+$259K	﹤0.01%	914

Other funds holding SMCI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

United Capital Financial Advisors's SMCI Position: Q2 2026 in Review

United Capital Financial Advisors increased its Super Micro Computer (SMCI) stake by 6.2% in Q2 2026, buying an estimated $25K and bringing the position to 13,438 shares worth $394K. The position accounts for ﹤0.01% of the portfolio, ranked #1248.

United Capital Financial Advisors first reported a position in SMCI in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.29M in Q1 2024. 767 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

United Capital Financial Advisors held 13,438 shares of Super Micro Computer worth $394K as of Q2 2026.
United Capital Financial Advisors bought 784 Super Micro Computer shares in Q2 2026, an estimated $25K.
Super Micro Computer made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1248 holding.
United Capital Financial Advisors first reported a position in Super Micro Computer in Q4 2023 and has held it in 11 quarters since.
United Capital Financial Advisors's Super Micro Computer position peaked at $1.29M in Q1 2024.
767 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.