AWE
VIK icon

Avidian Wealth Enterprises’s Viking Holdings VIK Stock Holding History

Avidian Wealth Enterprises’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
Q3 		– Sell
-2,044
Closed -$214K – 809
2026
Q2 		$214K Buy
+2,044
New +$177K 0.01% 682

Other funds holding VIK

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Avidian Wealth Enterprises's VIK Position: Q3 2026 in Review

Avidian Wealth Enterprises sold out of Viking Holdings (VIK) in Q3 2026, closing a stake of 2,044 shares — an estimated $214K sold.

Avidian Wealth Enterprises first reported a position in VIK in Q2 2026 and held it in 1 quarter. The position peaked at $214K in Q2 2026. 15 funds tracked by Wall St. Rank hold VIK as of Q3 2026.

  • Avidian Wealth Enterprises reported no remaining Viking Holdings position as of Q3 2026 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 2,044 Viking Holdings shares in Q3 2026, an estimated $214K.
  • Avidian Wealth Enterprises first reported a position in Viking Holdings in Q2 2026 and held it in 1 quarter.
  • Avidian Wealth Enterprises's Viking Holdings position peaked at $214K in Q2 2026.
  • 15 funds tracked by Wall St. Rank held Viking Holdings as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.