WCG Wealth Advisors’s Super Micro Computer SMCI Stock Holding History

WCG Wealth 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 Q1	–	Sell	-11,841	Closed	-$347K	–	543
2025 Q4	$347K	Sell	11,841 -10,451	-47%	-$430K	0.01%	481
2025 Q3	$1.07M	Buy	+22,292	New	+$1.06M	0.07%	223

Other funds holding SMCI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Defiance ETFs New York $6.98B AUM

WCG Wealth Advisors's SMCI Position: Q1 2026 in Review

WCG Wealth Advisors sold out of Super Micro Computer (SMCI) in Q1 2026, closing a stake of 11,841 shares — an estimated $347K sold.

WCG Wealth Advisors first reported a position in SMCI in Q3 2025 and held it in 2 quarters. The position peaked at $1.07M in Q3 2025. 706 funds tracked by Wall St. Rank hold SMCI as of Q1 2026.

WCG Wealth Advisors reported no remaining Super Micro Computer position as of Q1 2026 after selling out during the quarter.
WCG Wealth Advisors sold 11,841 Super Micro Computer shares in Q1 2026, an estimated $347K.
WCG Wealth Advisors first reported a position in Super Micro Computer in Q3 2025 and held it in 2 quarters.
WCG Wealth Advisors's Super Micro Computer position peaked at $1.07M in Q3 2025.
706 funds tracked by Wall St. Rank held Super Micro Computer as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.