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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
2025
Q2 		– Sell
-600
Closed -$20.5K – 816
2025
Q1 		$20.5K Sell
600
-800
-57% -$30.4K ﹤0.01% 684
2024
Q4 		$42.7K Buy
+1,400
New +$50.9K ﹤0.01% 721

Other funds holding SMCI

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
RIA
RPG Investment Advisory Pleasanton, California $973M AUM 39.93% 1-Year Est. Return
HIM
Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
NI
Nepsis Inc Minneapolis, Minnesota $295M AUM 35.44% 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. 303 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.
  • 303 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.