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WealthTrak Capital Management’s Super Micro Computer SMCI Stock Holding History

WealthTrak Capital 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
Q3 		– Sell
-45
Closed -$2.21K – 761
2025
Q2 		$2.21K Buy
45
+20
+80% +$771 ﹤0.01% 425
2025
Q1 		$856 Buy
25
+15
+150% +$569 ﹤0.01% 556
2024
Q4 		$305 Buy
+10
New +$363 ﹤0.01% 715

Other funds holding SMCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WealthTrak Capital Management's SMCI Position: Q3 2025 in Review

WealthTrak Capital Management sold out of Super Micro Computer (SMCI) in Q3 2025, closing a stake of 45 shares — an estimated $2.21K sold.

WealthTrak Capital Management first reported a position in SMCI in Q4 2024 and held it in 3 quarters. The position peaked at $2.21K in Q2 2025. 849 funds tracked by Wall St. Rank hold SMCI as of Q3 2025.

  • WealthTrak Capital Management reported no remaining Super Micro Computer position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 45 Super Micro Computer shares in Q3 2025, an estimated $2.21K.
  • WealthTrak Capital Management first reported a position in Super Micro Computer in Q4 2024 and held it in 3 quarters.
  • WealthTrak Capital Management's Super Micro Computer position peaked at $2.21K in Q2 2025.
  • 849 funds tracked by Wall St. Rank held Super Micro Computer as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.