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WealthPlan Investment Management’s Super Micro Computer SMCI Stock Holding History

WealthPlan Investment 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
2025
Q4 		– Sell
-6,891
Closed -$330K – 390
2025
Q3 		$330K Buy
6,891
+305
+5% +$14.6K 0.02% 268
2025
Q2 		$323K Sell
6,586
-449
-6% -$17.3K 0.02% 282
2025
Q1 		$241K Sell
7,035
-100
-1% -$3.79K 0.02% 245
2024
Q4 		$217K Buy
+7,135
New +$259K 0.02% 249

Other funds holding SMCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

WealthPlan Investment Management's SMCI Position: Q4 2025 in Review

WealthPlan Investment Management sold out of Super Micro Computer (SMCI) in Q4 2025, closing a stake of 6,891 shares — an estimated $330K sold.

WealthPlan Investment Management first reported a position in SMCI in Q4 2024 and held it in 4 quarters. The position peaked at $330K in Q3 2025. 759 funds tracked by Wall St. Rank hold SMCI as of Q4 2025.

  • WealthPlan Investment Management reported no remaining Super Micro Computer position as of Q4 2025 after selling out during the quarter.
  • WealthPlan Investment Management sold 6,891 Super Micro Computer shares in Q4 2025, an estimated $330K.
  • WealthPlan Investment Management first reported a position in Super Micro Computer in Q4 2024 and held it in 4 quarters.
  • WealthPlan Investment Management's Super Micro Computer position peaked at $330K in Q3 2025.
  • 759 funds tracked by Wall St. Rank held Super Micro Computer as of Q4 2025.

Based on WealthPlan Investment Management's 13F filing for Q4 2025, filed 5 Feb 2026.