Chapin Davis’s Vicor VICR Stock Holding History

Chapin Davis’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 Q2	$16.8M	Hold	44,200	–	–	2.95%	8
2026 Q1	$7.12M	Hold	44,200	–	–	1.59%	19
2025 Q4	$4.84M	Sell	44,200 -1,500	-3%	-$128K	1.14%	25
2025 Q3	$2.27M	Buy	45,700 +800	+2%	+$39K	0.56%	40
2025 Q2	$2.04M	Buy	44,900 +8,400	+23%	+$375K	0.56%	41
2025 Q1	$1.71M	Buy	36,500 +26,500	+265%	+$1.4M	0.58%	40
2024 Q4	$421K	Hold	10,000	–	–	0.14%	140
2024 Q3	$421K	Buy	+10,000	New	+$372K	0.14%	141

Other funds holding VICR

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

First Bank & Trust Brookings, South Dakota $680M AUM 25.36% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

City Center Advisors LLC Troy, Michigan $123M AUM 32.06% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Net Worth Advisory Group Sandy, Utah $397M AUM 29.92% 1-Year Est. Return