World Investment Advisors’s Super Micro Computer SMCI Stock Holding History

World Investment 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	$1.08M	Buy	47,416 +24,717	+109%	+$742K	0.02%	691
2025 Q4	$664K	Buy	22,699 +15,543	+217%	+$640K	0.01%	823
2025 Q3	$343K	Buy	7,156 +1,257	+21%	+$60K	0.01%	934
2025 Q2	$289K	Buy	+5,899	New	+$227K	0.01%	926
2025 Q1	–	Sell	-6,655	Closed	-$203K	–	1105
2024 Q4	$203K	Buy	+6,655	New	+$242K	0.01%	967
2024 Q3	–	Sell	-4,280	Closed	-$351K	–	927
2024 Q2	$351K	Buy	4,280 +1,280	+43%	+$109K	0.02%	465
2024 Q1	$303K	Buy	+3,000	New	+$220K	0.04%	309

Other funds holding SMCI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return

Defiance ETFs New York $6.95B AUM