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West Financial Advisors’s Super Micro Computer SMCI Stock Holding History

West Financial 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
-50
Closed -$1.46K – 230
2025
Q4 		$1.46K Hold
50
– – ﹤0.01% 209
2025
Q3 		$2.4K Hold
50
– – ﹤0.01% 164
2025
Q2 		$2.45K Buy
+50
New +$1.93K ﹤0.01% 177

Other funds holding SMCI

BlackRock
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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
DE
Defiance ETFs New York $6.98B AUM

West Financial Advisors's SMCI Position: Q1 2026 in Review

West Financial Advisors sold out of Super Micro Computer (SMCI) in Q1 2026, closing a stake of 50 shares — an estimated $1.46K sold.

West Financial Advisors first reported a position in SMCI in Q2 2025 and held it in 3 quarters. The position peaked at $2.45K in Q2 2025. 706 funds tracked by Wall St. Rank hold SMCI as of Q1 2026.

  • West Financial Advisors reported no remaining Super Micro Computer position as of Q1 2026 after selling out during the quarter.
  • West Financial Advisors sold 50 Super Micro Computer shares in Q1 2026, an estimated $1.46K.
  • West Financial Advisors first reported a position in Super Micro Computer in Q2 2025 and held it in 3 quarters.
  • West Financial Advisors's Super Micro Computer position peaked at $2.45K in Q2 2025.
  • 706 funds tracked by Wall St. Rank held Super Micro Computer as of Q1 2026.

Based on West Financial Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.