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Avantax Advisory Services’s Viking Therapeutics VKTX Stock Holding History

Avantax Advisory Services’s Portfolio VKTX Stock Details VKTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$483K Buy
+18,239
New +$480K ﹤0.01% 1599
2025
Q1 		– Sell
-7,561
Closed -$304K – 2331
2024
Q4 		$304K Sell
7,561
-2,800
-27% -$160K ﹤0.01% 1771
2024
Q3 		$656K Buy
10,361
+1,918
+23% +$113K ﹤0.01% 1245
2024
Q2 		$448K Buy
8,443
+3,841
+83% +$252K ﹤0.01% 1431
2024
Q1 		$377K Buy
+4,602
New +$205K ﹤0.01% 1174

Other funds holding VKTX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Avantax Advisory Services's VKTX Position: Q2 2025 in Review

Avantax Advisory Services opened a new position in Viking Therapeutics (VKTX) in Q2 2025: 18,239 shares worth $483K. The stake represents ﹤0.01% of the portfolio and ranks #1599 among its holdings. This is a return to the name: Avantax Advisory Services previously reported a position in VKTX as recently as Q4 2024.

Avantax Advisory Services first reported a position in VKTX in Q1 2024 and has held it in 5 quarters since. The position peaked at $656K in Q3 2024. 391 funds tracked by Wall St. Rank hold VKTX as of Q2 2025.

  • Avantax Advisory Services held 18,239 shares of Viking Therapeutics worth $483K as of Q2 2025.
  • Viking Therapeutics was a new Avantax Advisory Services position in Q2 2025.
  • Viking Therapeutics made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1599 holding.
  • Avantax Advisory Services first reported a position in Viking Therapeutics in Q1 2024 and has held it in 5 quarters since.
  • Avantax Advisory Services's Viking Therapeutics position peaked at $656K in Q3 2024.
  • 391 funds tracked by Wall St. Rank held Viking Therapeutics as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.