Simon Quick Advisors’s Vicor VICR Stock Holding History

Simon Quick 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
2026 Q1	$1.54M	Sell	9,575 -687	-7%	-$114K	0.07%	161
2025 Q4	$1.12M	Hold	10,262	–	–	0.05%	179
2025 Q3	$510K	Hold	10,262	–	–	0.02%	268
2025 Q2	$465K	Sell	10,262 -574	-5%	-$25.7K	0.02%	253
2025 Q1	$507K	Buy	10,836 +2,661	+33%	+$141K	0.03%	295
2024 Q4	$395K	Buy	8,175 +324	+4%	+$16.2K	0.02%	295
2024 Q3	$331K	Buy	7,851 +51	+0.7%	+$1.9K	0.02%	301
2024 Q2	$259K	Buy	7,800 +23	+0.3%	+$794	0.02%	311
2024 Q1	$297K	Buy	7,777 +15	+0.2%	+$583	0.02%	298
2023 Q4	$349K	Sell	7,762 -38	-0.5%	-$1.67K	0.03%	213
2023 Q3	$459K	Buy	7,800 +12	+0.2%	+$795	0.04%	171
2023 Q2	$421K	Buy	7,788 +26	+0.3%	+$1.28K	0.04%	169
2023 Q1	$364K	Hold	7,762	–	–	0.04%	183
2022 Q4	$417K	Buy	7,762 +2,053	+36%	+$108K	0.05%	146
2022 Q3	$338K	Buy	+5,709	New	+$377K	0.05%	140

Other funds holding VICR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return