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
2026 Q2	$229K	Buy	+7,818	New	+$249K	﹤0.01%	1113
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Wealthspire Advisors (New York)'s SMCI Position: Q2 2026 in Review

Wealthspire Advisors (New York) opened a new position in Super Micro Computer (SMCI) in Q2 2026: 7,818 shares worth $229K. The stake represents ﹤0.01% of the portfolio and ranks #1113 among its holdings. This is a return to the name: Wealthspire Advisors (New York) previously reported a position in SMCI as recently as Q3 2025.

Wealthspire Advisors (New York) first reported a position in SMCI in Q4 2023 and has held it in 8 quarters since. The position peaked at $1.28M in Q2 2024. 773 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

Wealthspire Advisors (New York) held 7,818 shares of Super Micro Computer worth $229K as of Q2 2026.
Super Micro Computer was a new Wealthspire Advisors (New York) position in Q2 2026.
Super Micro Computer made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #1113 holding.
Wealthspire Advisors (New York) first reported a position in Super Micro Computer in Q4 2023 and has held it in 8 quarters since.
Wealthspire Advisors (New York)'s Super Micro Computer position peaked at $1.28M in Q2 2024.
773 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.