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Willow Creek Wealth Management’s Super Micro Computer SMCI Stock Holding History

Willow Creek 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
Q3 		$304K Sell
6,346
-500
-7% -$23.9K 0.03% 148
2025
Q2 		$336K Sell
6,846
-3,500
-34% -$135K 0.03% 126
2025
Q1 		$354K Buy
+10,346
New +$393K 0.03% 112

Other funds holding SMCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Willow Creek Wealth Management's SMCI Position: Q3 2025 in Review

Willow Creek Wealth Management reduced its Super Micro Computer (SMCI) stake by 7.3% in Q3 2025, selling an estimated $23.9K and leaving 6,346 shares worth $304K. The position accounts for 0.03% of the portfolio, ranked #148.

Willow Creek Wealth Management first reported a position in SMCI in Q1 2025 and has held it in 3 quarters since. The position peaked at $354K in Q1 2025. 850 funds tracked by Wall St. Rank hold SMCI as of Q3 2025.

  • Willow Creek Wealth Management held 6,346 shares of Super Micro Computer worth $304K as of Q3 2025.
  • Willow Creek Wealth Management sold 500 Super Micro Computer shares in Q3 2025, an estimated $23.9K.
  • Super Micro Computer made up 0.03% of Willow Creek Wealth Management's portfolio in Q3 2025, its #148 holding.
  • Willow Creek Wealth Management first reported a position in Super Micro Computer in Q1 2025 and has held it in 3 quarters since.
  • Willow Creek Wealth Management's Super Micro Computer position peaked at $354K in Q1 2025.
  • 850 funds tracked by Wall St. Rank held Super Micro Computer as of Q3 2025.

Based on Willow Creek Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.