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True Wealth Design’s Vicor VICR Stock Holding History

True Wealth Design’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
Q3 		$32.4K Sell
112
-17
-13% -$3.85K 0.01% 674
2026
Q2 		$49K Buy
129
+43
+50% +$11.7K 0.01% 496
2026
Q1 		$13.8K Hold
86
– – ﹤0.01% 861
2025
Q4 		$9.43K Hold
86
– – ﹤0.01% 889
2025
Q3 		$4.28K Buy
86
+2
+2% +$97 ﹤0.01% 1144
2025
Q2 		$3.81K Sell
84
-23
-21% -$1.03K ﹤0.01% 915
2025
Q1 		$5.01K Buy
107
+23
+27% +$1.22K ﹤0.01% 688
2024
Q4 		$4.06K Hold
84
– – ﹤0.01% 570
2024
Q3 		$3.54K Buy
+84
New +$3.13K ﹤0.01% 653

Other funds holding VICR

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CD
Chapin Davis Baltimore, Maryland $520M AUM 117.57% 1-Year Est. Return
Chicago Capital
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
BIP
Bouvel Investment Partners Phoenixville, Pennsylvania $433M AUM 51.2% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

True Wealth Design's VICR Position: Q3 2026 in Review

True Wealth Design reduced its Vicor (VICR) stake by 13% in Q3 2026, selling an estimated $3.85K and leaving 112 shares worth $32.4K. The position accounts for 0.01% of the portfolio, ranked #674.

True Wealth Design first reported a position in VICR in Q3 2024 and has held it in 9 quarters since. The position peaked at $49K in Q2 2026. 42 funds tracked by Wall St. Rank hold VICR as of Q3 2026.

  • True Wealth Design held 112 shares of Vicor worth $32.4K as of Q3 2026.
  • True Wealth Design sold 17 Vicor shares in Q3 2026, an estimated $3.85K.
  • Vicor made up 0.01% of True Wealth Design's portfolio in Q3 2026, its #674 holding.
  • True Wealth Design first reported a position in Vicor in Q3 2024 and has held it in 9 quarters since.
  • True Wealth Design's Vicor position peaked at $49K in Q2 2026.
  • 42 funds tracked by Wall St. Rank held Vicor as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.