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Unique Wealth Strategies’s Victory Capital Holdings VCTR Stock Holding History

Unique Wealth Strategies’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
2025
Q2 		– Sell
-7,179
Closed -$415K – 238
2025
Q1 		$415K Buy
+7,179
New +$455K 0.19% 151

Other funds holding VCTR

CPI
Crestview Partners II New York $341M AUM 17.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
BG
Bahl & Gaynor Cincinnati, Ohio $19.8B AUM 19.53% 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

Unique Wealth Strategies's VCTR Position: Q2 2025 in Review

Unique Wealth Strategies sold out of Victory Capital Holdings (VCTR) in Q2 2025, closing a stake of 7,179 shares — an estimated $415K sold.

Unique Wealth Strategies first reported a position in VCTR in Q1 2025 and held it in 1 quarter. The position peaked at $415K in Q1 2025. 306 funds tracked by Wall St. Rank hold VCTR as of Q2 2025.

  • Unique Wealth Strategies reported no remaining Victory Capital Holdings position as of Q2 2025 after selling out during the quarter.
  • Unique Wealth Strategies sold 7,179 Victory Capital Holdings shares in Q2 2025, an estimated $415K.
  • Unique Wealth Strategies first reported a position in Victory Capital Holdings in Q1 2025 and held it in 1 quarter.
  • Unique Wealth Strategies's Victory Capital Holdings position peaked at $415K in Q1 2025.
  • 306 funds tracked by Wall St. Rank held Victory Capital Holdings as of Q2 2025.

Based on Unique Wealth Strategies's 13F filing for Q2 2025, filed 14 Jul 2026.