WestEnd Advisors
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WestEnd Advisors’s Super Micro Computer SMCI Stock Holding History

WestEnd 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
Q3 		$370 Hold
9
– – ﹤0.01% 379
2026
Q2 		$264 Buy
9
+1
+13% +$32 ﹤0.01% 373
2026
Q1 		$182 Hold
8
– – ﹤0.01% 371
2025
Q4 		$234 Sell
8
-2
-20% -$82 ﹤0.01% 366
2025
Q3 		$479 Buy
10
+3
+43% +$143 ﹤0.01% 317
2025
Q2 		$343 Hold
7
– – ﹤0.01% 315
2025
Q1 		$240 Buy
+7
New +$266 ﹤0.01% 338

Other funds holding SMCI

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

WestEnd Advisors's SMCI Position: Q3 2026 in Review

WestEnd Advisors held its Super Micro Computer (SMCI) position steady in Q3 2026 at 9 shares worth $370. The position accounts for ﹤0.01% of the portfolio, ranked #379.

WestEnd Advisors first reported a position in SMCI in Q1 2025 and has held it in 7 quarters since. The position peaked at $479 in Q3 2025. 402 funds tracked by Wall St. Rank hold SMCI as of Q3 2026.

  • WestEnd Advisors held 9 shares of Super Micro Computer worth $370 as of Q3 2026.
  • WestEnd Advisors left its Super Micro Computer share count unchanged in Q3 2026.
  • Super Micro Computer made up ﹤0.01% of WestEnd Advisors's portfolio in Q3 2026, its #379 holding.
  • WestEnd Advisors first reported a position in Super Micro Computer in Q1 2025 and has held it in 7 quarters since.
  • WestEnd Advisors's Super Micro Computer position peaked at $479 in Q3 2025.
  • 402 funds tracked by Wall St. Rank held Super Micro Computer as of Q3 2026.

Based on WestEnd Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.