Unique Wealth Strategies’s Vicor VICR Stock Holding History

Unique Wealth Strategies’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 Q2	–	Sell	-2,912	Closed	-$469K	–	273
2026 Q1	$469K	Buy	+2,912	New	+$481K	0.19%	162

Other funds holding VICR

Chapin Davis Baltimore, Maryland $569M AUM 145.59% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

First Bank & Trust Brookings, South Dakota $680M AUM 25.36% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return