Ballast Advisors’s Viking Therapeutics VKTX Stock Holding History

Ballast Advisors’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
2026 Q2	–	Sell	-1,000	Closed	-$32.5K	–	381
2026 Q1	$32.5K	Buy	+1,000	New	+$32.1K	0.01%	253

Other funds holding VKTX

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Ballast Advisors's VKTX Position: Q2 2026 in Review

Ballast Advisors sold out of Viking Therapeutics (VKTX) in Q2 2026, closing a stake of 1,000 shares — an estimated $32.5K sold.

Ballast Advisors first reported a position in VKTX in Q1 2026 and held it in 1 quarter. The position peaked at $32.5K in Q1 2026. 432 funds tracked by Wall St. Rank hold VKTX as of Q2 2026.

Ballast Advisors reported no remaining Viking Therapeutics position as of Q2 2026 after selling out during the quarter.
Ballast Advisors sold 1,000 Viking Therapeutics shares in Q2 2026, an estimated $32.5K.
Ballast Advisors first reported a position in Viking Therapeutics in Q1 2026 and held it in 1 quarter.
Ballast Advisors's Viking Therapeutics position peaked at $32.5K in Q1 2026.
432 funds tracked by Wall St. Rank held Viking Therapeutics as of Q2 2026.

Based on Ballast Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.