Carson Wealth (CWM LLC)
VICR icon

Carson Wealth (CWM LLC)’s Vicor VICR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio VICR Stock Details VICR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$711K Buy
4,414
+1,344
+44% +$222K ﹤0.01% 1777
2025
Q4 		$336K Buy
3,070
+199
+7% +$16.9K ﹤0.01% 2189
2025
Q3 		$143K Buy
2,871
+155
+6% +$7.55K ﹤0.01% 2707
2025
Q2 		$123K Sell
2,716
-495
-15% -$22.1K ﹤0.01% 2553
2025
Q1 		$150K Buy
3,211
+802
+33% +$42.5K ﹤0.01% 2108
2024
Q4 		$116K Buy
2,409
+126
+6% +$6.29K ﹤0.01% 2195
2024
Q3 		$96K Buy
2,283
+1,584
+227% +$58.9K ﹤0.01% 2220
2024
Q2 		$23K Buy
699
+209
+43% +$7.21K ﹤0.01% 3035
2024
Q1 		$19K Buy
490
+387
+376% +$15K ﹤0.01% 2953
2023
Q4 		$5K Sell
103
-114
-53% -$5.02K ﹤0.01% 3555
2023
Q3 		$13K Sell
217
-6
-3% -$398 ﹤0.01% 3011
2023
Q2 		$12K Sell
223
-51
-19% -$2.52K ﹤0.01% 2996
2023
Q1 		$13K Sell
274
-42
-13% -$2.33K ﹤0.01% 2820
2022
Q4 		$17K Buy
316
+10
+3% +$526 ﹤0.01% 2488
2022
Q3 		$18K Buy
306
+162
+113% +$10.7K ﹤0.01% 2308
2022
Q2 		$8K Sell
144
-21
-13% -$1.3K ﹤0.01% 2746
2022
Q1 		$12K Buy
165
+117
+244% +$10.5K ﹤0.01% 2392
2021
Q4 		$6K Buy
+48
New +$6.8K ﹤0.01% 2673

Other funds holding VICR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
NIM
Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return

Carson Wealth (CWM LLC)'s VICR Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Vicor (VICR) stake by 44% in Q1 2026, buying an estimated $222K and bringing the position to 4,414 shares worth $711K. The position accounts for ﹤0.01% of the portfolio, ranked #1777.

Carson Wealth (CWM LLC) first reported a position in VICR in Q4 2021 and has held it in 18 quarters since. 370 funds tracked by Wall St. Rank hold VICR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 4,414 shares of Vicor worth $711K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,344 Vicor shares in Q1 2026, an estimated $222K.
  • Vicor made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1777 holding.
  • Carson Wealth (CWM LLC) first reported a position in Vicor in Q4 2021 and has held it in 18 quarters since.
  • 370 funds tracked by Wall St. Rank held Vicor as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.