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Winch Advisory Services’s Super Micro Computer SMCI Stock Holding History

Winch Advisory Services’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
Q2 		$10.3K Hold
350
– – ﹤0.01% 339
2026
Q1 		$7.97K Buy
350
+114
+48% +$3.42K ﹤0.01% 339
2025
Q4 		$6.91K Hold
236
– – ﹤0.01% 342
2025
Q3 		$11.3K Buy
236
+48
+26% +$2.29K ﹤0.01% 290
2025
Q2 		$9.21K Hold
188
– – ﹤0.01% 302
2025
Q1 		$6.44K Buy
188
+168
+840% +$6.38K ﹤0.01% 320
2024
Q4 		$610 Hold
20
– – ﹤0.01% 500
2024
Q3 		$833 Buy
+20
New +$1.22K ﹤0.01% 407

Other funds holding SMCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Winch Advisory Services's SMCI Position: Q2 2026 in Review

Winch Advisory Services held its Super Micro Computer (SMCI) position steady in Q2 2026 at 350 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #339.

Winch Advisory Services first reported a position in SMCI in Q3 2024 and has held it in 8 quarters since. The position peaked at $11.3K in Q3 2025. 765 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

  • Winch Advisory Services held 350 shares of Super Micro Computer worth $10.3K as of Q2 2026.
  • Winch Advisory Services left its Super Micro Computer share count unchanged in Q2 2026.
  • Super Micro Computer made up ﹤0.01% of Winch Advisory Services's portfolio in Q2 2026, its #339 holding.
  • Winch Advisory Services first reported a position in Super Micro Computer in Q3 2024 and has held it in 8 quarters since.
  • Winch Advisory Services's Super Micro Computer position peaked at $11.3K in Q3 2025.
  • 765 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.