MorganRosel Wealth Management’s Victory Capital Holdings VCTR Stock Holding History

MorganRosel Wealth Management’s Portfolio VCTR Stock Details VCTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$653K	Buy	7,764 +108	+1%	+$8.69K	0.22%	73
2026 Q1	$501K	Sell	7,656 -5,753	-43%	-$401K	0.2%	77
2025 Q4	$846K	Sell	13,409 -2,908	-18%	-$185K	0.21%	69
2025 Q3	$1.06M	Sell	16,317 -2,528	-13%	-$174K	0.27%	60
2025 Q2	$1.2M	Sell	18,845 -5,347	-22%	-$322K	0.33%	51
2025 Q1	$1.4M	Buy	24,192 +1,554	+7%	+$98.4K	0.42%	40
2024 Q4	$1.48M	Sell	22,638 -1,441	-6%	-$91.2K	0.49%	37
2024 Q3	$1.33M	Buy	+24,079	New	+$1.24M	0.44%	40

Other funds holding VCTR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bahl & Gaynor Cincinnati, Ohio $21.7B AUM 30.58% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

CPI

Crestview Partners II New York $235M AUM 38.67% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

MorganRosel Wealth Management's VCTR Position: Q2 2026 in Review

MorganRosel Wealth Management increased its Victory Capital Holdings (VCTR) stake by 1.4% in Q2 2026, buying an estimated $8.69K and bringing the position to 7,764 shares worth $653K. The position accounts for 0.22% of the portfolio, ranked #73.

MorganRosel Wealth Management first reported a position in VCTR in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.48M in Q4 2024. 357 funds tracked by Wall St. Rank hold VCTR as of Q2 2026.

MorganRosel Wealth Management held 7,764 shares of Victory Capital Holdings worth $653K as of Q2 2026.
MorganRosel Wealth Management bought 108 Victory Capital Holdings shares in Q2 2026, an estimated $8.69K.
Victory Capital Holdings made up 0.22% of MorganRosel Wealth Management's portfolio in Q2 2026, its #73 holding.
MorganRosel Wealth Management first reported a position in Victory Capital Holdings in Q3 2024 and has held it in 8 quarters since.
MorganRosel Wealth Management's Victory Capital Holdings position peaked at $1.48M in Q4 2024.
357 funds tracked by Wall St. Rank held Victory Capital Holdings as of Q2 2026.

Based on MorganRosel Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.