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Westwood Wealth Management’s Super Micro Computer SMCI Stock Holding History

Westwood Wealth 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
Q4 		– Sell
-10,850
Closed -$520K – 123
2025
Q3 		$520K Sell
10,850
-18,250
-63% -$871K 0.19% 34
2025
Q2 		$1.43M Sell
29,100
-13,500
-32% -$520K 0.48% 23
2025
Q1 		$1.46M Buy
+42,600
New +$1.62M 0.63% 22
2024
Q3 		– Sell
-17,500
Closed -$1.43M – 44
2024
Q2 		$1.43M Buy
+17,500
New +$1.5M 0.53% 23

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
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

Westwood Wealth Management's SMCI Position: Q4 2025 in Review

Westwood Wealth Management sold out of Super Micro Computer (SMCI) in Q4 2025, closing a stake of 10,850 shares — an estimated $520K sold.

Westwood Wealth Management first reported a position in SMCI in Q2 2024 and held it in 4 quarters. The position peaked at $1.46M in Q1 2025. 757 funds tracked by Wall St. Rank hold SMCI as of Q4 2025.

  • Westwood Wealth Management reported no remaining Super Micro Computer position as of Q4 2025 after selling out during the quarter.
  • Westwood Wealth Management sold 10,850 Super Micro Computer shares in Q4 2025, an estimated $520K.
  • Westwood Wealth Management first reported a position in Super Micro Computer in Q2 2024 and held it in 4 quarters.
  • Westwood Wealth Management's Super Micro Computer position peaked at $1.46M in Q1 2025.
  • 757 funds tracked by Wall St. Rank held Super Micro Computer as of Q4 2025.

Based on Westwood Wealth Management's 13F filing for Q4 2025, filed 20 Jan 2026.