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Valeo Financial Advisors’s Super Micro Computer SMCI Stock Holding History

Valeo 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 		$668K Buy
22,777
+4,137
+22% +$132K 0.01% 381
2026
Q1 		$424K Buy
18,640
+999
+6% +$30K 0.01% 449
2025
Q4 		$516K Sell
17,641
-4,829
-21% -$199K 0.01% 456
2025
Q3 		$1.08M Buy
22,470
+3,148
+16% +$150K 0.02% 287
2025
Q2 		$947K Buy
19,322
+3,660
+23% +$141K 0.02% 312
2025
Q1 		$536K Sell
15,662
-7,390
-32% -$280K 0.02% 400
2024
Q4 		$703K Buy
23,052
+5,842
+34% +$212K 0.02% 334
2024
Q3 		$717K Buy
17,210
+350
+2% +$21.3K 0.02% 326
2024
Q2 		$1.38M Buy
16,860
+2,100
+14% +$180K 0.04% 192
2024
Q1 		$1.11M Buy
14,760
+2,220
+18% +$163K 0.04% 221
2023
Q4 		$356K Buy
12,540
+1,000
+9% +$27.7K 0.01% 440
2023
Q3 		$316K Hold
11,540
– – 0.01% 444
2023
Q2 		$288K Buy
+11,540
New +$193K 0.01% 442

Other funds holding SMCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Valeo Financial Advisors's SMCI Position: Q2 2026 in Review

Valeo Financial Advisors increased its Super Micro Computer (SMCI) stake by 22% in Q2 2026, buying an estimated $132K and bringing the position to 22,777 shares worth $668K. The position accounts for 0.01% of the portfolio, ranked #381.

Valeo Financial Advisors first reported a position in SMCI in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.38M in Q2 2024. 765 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

  • Valeo Financial Advisors held 22,777 shares of Super Micro Computer worth $668K as of Q2 2026.
  • Valeo Financial Advisors bought 4,137 Super Micro Computer shares in Q2 2026, an estimated $132K.
  • Super Micro Computer made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #381 holding.
  • Valeo Financial Advisors first reported a position in Super Micro Computer in Q2 2023 and has held it in 13 quarters since.
  • Valeo Financial Advisors's Super Micro Computer position peaked at $1.38M in Q2 2024.
  • 765 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.