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LGT Financial Advisors’s Vicor VICR Stock Holding History

LGT Financial Advisors’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
Q3 		– Sell
-135
Closed -$6.12K – 640
2025
Q2 		$6.12K Buy
+135
New +$6.03K 0.02% 267
2025
Q1 		– Sell
-60
Closed -$2.9K – 712
2024
Q4 		$2.9K Hold
60
– – 0.01% 648
2024
Q3 		$2.53K Hold
60
– – 0.01% 646
2024
Q2 		$1.99K Hold
60
– – ﹤0.01% 731
2024
Q1 		$2.29K Hold
60
– – ﹤0.01% 742
2023
Q4 		$2.7K Sell
60
-93
-61% -$4.1K ﹤0.01% 759
2023
Q3 		$9.01K Buy
+153
New +$10.1K 0.01% 500

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

LGT Financial Advisors's VICR Position: Q3 2025 in Review

LGT Financial Advisors sold out of Vicor (VICR) in Q3 2025, closing a stake of 135 shares — an estimated $6.12K sold.

LGT Financial Advisors first reported a position in VICR in Q3 2023 and held it in 7 quarters. The position peaked at $9.01K in Q3 2023. 215 funds tracked by Wall St. Rank hold VICR as of Q3 2025.

  • LGT Financial Advisors reported no remaining Vicor position as of Q3 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 135 Vicor shares in Q3 2025, an estimated $6.12K.
  • LGT Financial Advisors first reported a position in Vicor in Q3 2023 and held it in 7 quarters.
  • LGT Financial Advisors's Vicor position peaked at $9.01K in Q3 2023.
  • 215 funds tracked by Wall St. Rank held Vicor as of Q3 2025.

Based on LGT Financial Advisors's 13F filing for Q3 2025, filed 17 Nov 2025.