AWM
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Accredited Wealth Management’s Viking Holdings VIK Stock Holding History

Accredited Wealth Management’s Portfolio VIK Stock Details VIK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$6.22K Sell
35
-65
-65% -$3.88K ﹤0.01% 301
2025
Q2 		$5.33K Hold
100
– – ﹤0.01% 311
2025
Q1 		$3.98K Hold
100
– – ﹤0.01% 311
2024
Q4 		$4.41K Buy
+100
New +$4.24K ﹤0.01% 300

Other funds holding VIK

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

Accredited Wealth Management's VIK Position: Q3 2025 in Review

Accredited Wealth Management reduced its Viking Holdings (VIK) stake by 65% in Q3 2025, selling an estimated $3.88K and leaving 35 shares worth $6.22K. The position accounts for ﹤0.01% of the portfolio, ranked #301.

Accredited Wealth Management first reported a position in VIK in Q4 2024 and has held it in 4 quarters since. 372 funds tracked by Wall St. Rank hold VIK as of Q3 2025.

  • Accredited Wealth Management held 35 shares of Viking Holdings worth $6.22K as of Q3 2025.
  • Accredited Wealth Management sold 65 Viking Holdings shares in Q3 2025, an estimated $3.88K.
  • Viking Holdings made up ﹤0.01% of Accredited Wealth Management's portfolio in Q3 2025, its #301 holding.
  • Accredited Wealth Management first reported a position in Viking Holdings in Q4 2024 and has held it in 4 quarters since.
  • 372 funds tracked by Wall St. Rank held Viking Holdings as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.