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Venturi Wealth Management’s Super Micro Computer SMCI Stock Holding History

Venturi Wealth Management’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 		$233K Buy
+7,950
New +$253K 0.01% 568
2025
Q1 		– Sell
-3,130
Closed -$95.4K – 1617
2024
Q4 		$95.4K Buy
3,130
+2,820
+910% +$102K ﹤0.01% 801
2024
Q3 		$12.9K Buy
310
+80
+35% +$4.87K ﹤0.01% 1131
2024
Q2 		$18.8K Buy
230
+120
+109% +$10.3K ﹤0.01% 952
2024
Q1 		$11.1K Buy
+110
New +$8.06K ﹤0.01% 914
2023
Q4 		– Sell
-50
Closed -$1.37K – 1426
2023
Q3 		$1.37K Buy
+50
New +$1.39K ﹤0.01% 1243
2023
Q2 		– Sell
-110
Closed -$1.17K – 1234
2023
Q1 		$1.17K Buy
+110
New +$993 ﹤0.01% 1091

Other funds holding SMCI

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
NI
Nepsis Inc Minneapolis, Minnesota $295M AUM 35.44% 1-Year Est. Return
CMF
Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
IFS
Integrated Financial Solutions Reston, Virginia $185M AUM 67.6% 1-Year Est. Return

Venturi Wealth Management's SMCI Position: Q2 2026 in Review

Venturi Wealth Management opened a new position in Super Micro Computer (SMCI) in Q2 2026: 7,950 shares worth $233K. The stake represents 0.01% of the portfolio and ranks #568 among its holdings. This is a return to the name: Venturi Wealth Management previously reported a position in SMCI as recently as Q4 2024.

Venturi Wealth Management first reported a position in SMCI in Q1 2023 and has held it in 7 quarters since. 107 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

  • Venturi Wealth Management held 7,950 shares of Super Micro Computer worth $233K as of Q2 2026.
  • Super Micro Computer was a new Venturi Wealth Management position in Q2 2026.
  • Super Micro Computer made up 0.01% of Venturi Wealth Management's portfolio in Q2 2026, its #568 holding.
  • Venturi Wealth Management first reported a position in Super Micro Computer in Q1 2023 and has held it in 7 quarters since.
  • 107 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.