UCMOK
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United Capital Management of KS’s Super Micro Computer SMCI Stock Holding History

United Capital Management of KS’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
-10,043
Closed -$481K – 126
2025
Q3 		$481K Hold
10,043
– – 0.07% 93
2025
Q2 		$492K Buy
+10,043
New +$387K 0.08% 85
2024
Q3 		– Sell
-252,090
Closed -$20.7M – 90
2024
Q2 		$20.7M Sell
252,090
-2,430
-1% -$208K 4.55% 3
2024
Q1 		$25.7M Sell
254,520
-135,590
-35% -$9.94M 5.89% 2
2023
Q4 		$11.1M Buy
390,110
+4,780
+1% +$132K 3.35% 6
2023
Q3 		$10.6M Sell
385,330
-371,000
-49% -$10.3M 3.6% 5
2023
Q2 		$18.9M Sell
756,330
-118,520
-14% -$1.99M 6.04% 2
2023
Q1 		$9.32M Buy
+874,850
New +$7.89M 3.47% 5

Other funds holding SMCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $653B AUM 32.41% 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 $564B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return