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Asset Planning Inc’s Viking Holdings VIK Stock Holding History

Asset Planning Inc’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
2026
Q2 		$684K Buy
6,535
+400
+7% +$34.6K 0.44% 42
2026
Q1 		$451K Hold
6,135
– – 0.32% 50
2025
Q4 		$438K Hold
6,135
– – 0.31% 49
2025
Q3 		$381K Hold
6,135
– – 0.28% 58
2025
Q2 		$327K Hold
6,135
– – 0.25% 63
2025
Q1 		$244K Buy
+6,135
New +$283K 0.19% 72

Other funds holding VIK

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Asset Planning Inc's VIK Position: Q2 2026 in Review

Asset Planning Inc increased its Viking Holdings (VIK) stake by 6.5% in Q2 2026, buying an estimated $34.6K and bringing the position to 6,535 shares worth $684K. The position accounts for 0.44% of the portfolio, ranked #42.

Asset Planning Inc first reported a position in VIK in Q1 2025 and has held it in 6 quarters since. 610 funds tracked by Wall St. Rank hold VIK as of Q2 2026.

  • Asset Planning Inc held 6,535 shares of Viking Holdings worth $684K as of Q2 2026.
  • Asset Planning Inc bought 400 Viking Holdings shares in Q2 2026, an estimated $34.6K.
  • Viking Holdings made up 0.44% of Asset Planning Inc's portfolio in Q2 2026, its #42 holding.
  • Asset Planning Inc first reported a position in Viking Holdings in Q1 2025 and has held it in 6 quarters since.
  • 610 funds tracked by Wall St. Rank held Viking Holdings as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.