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Wealthspire Advisors (New York)’s Super Micro Computer SMCI Stock Holding History

Wealthspire Advisors (New York)’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
-695
Closed -$33.3K – 2593
2025
Q3 		$33.3K Sell
695
-24,562
-97% -$1.17M ﹤0.01% 1406
2025
Q2 		$1.24M Buy
25,257
+885
+4% +$34.1K 0.01% 346
2025
Q1 		$834K Buy
24,372
+613
+3% +$23.3K 0.01% 422
2024
Q4 		$724K Buy
+23,759
New +$864K 0.01% 426
2024
Q3 		– Sell
-15,670
Closed -$1.28M – 768
2024
Q2 		$1.28M Buy
15,670
+5,900
+60% +$504K 0.02% 268
2024
Q1 		$987K Sell
9,770
-5,400
-36% -$396K 0.01% 319
2023
Q4 		$431K Buy
+15,170
New +$420K 0.01% 440

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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wealthspire Advisors (New York)'s SMCI Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Super Micro Computer (SMCI) in Q4 2025, closing a stake of 695 shares — an estimated $33.3K sold.

Wealthspire Advisors (New York) first reported a position in SMCI in Q4 2023 and held it in 7 quarters. The position peaked at $1.28M in Q2 2024. 757 funds tracked by Wall St. Rank hold SMCI as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Super Micro Computer position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 695 Super Micro Computer shares in Q4 2025, an estimated $33.3K.
  • Wealthspire Advisors (New York) first reported a position in Super Micro Computer in Q4 2023 and held it in 7 quarters.
  • Wealthspire Advisors (New York)'s Super Micro Computer position peaked at $1.28M in Q2 2024.
  • 757 funds tracked by Wall St. Rank held Super Micro Computer as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.