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Golden State Wealth Management’s Vicor VICR Stock Holding History

Golden State Wealth Management’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
2025
Q2 		– Sell
-19
Closed -$889 – 1665
2025
Q1 		$889 Hold
19
– – ﹤0.01% 1440
2024
Q4 		$918 Buy
+19
New +$949 ﹤0.01% 1367

Other funds holding VICR

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PA
Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return

Golden State Wealth Management's VICR Position: Q2 2025 in Review

Golden State Wealth Management sold out of Vicor (VICR) in Q2 2025, closing a stake of 19 shares — an estimated $889 sold.

Golden State Wealth Management first reported a position in VICR in Q4 2024 and held it in 2 quarters. The position peaked at $918 in Q4 2024. 207 funds tracked by Wall St. Rank hold VICR as of Q2 2025.

  • Golden State Wealth Management reported no remaining Vicor position as of Q2 2025 after selling out during the quarter.
  • Golden State Wealth Management sold 19 Vicor shares in Q2 2025, an estimated $889.
  • Golden State Wealth Management first reported a position in Vicor in Q4 2024 and held it in 2 quarters.
  • Golden State Wealth Management's Vicor position peaked at $918 in Q4 2024.
  • 207 funds tracked by Wall St. Rank held Vicor as of Q2 2025.

Based on Golden State Wealth Management's 13F filing for Q2 2025, filed 6 Aug 2025.