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Barrett & Company’s Viking Therapeutics VKTX Stock Holding History

Barrett & Company’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 		$3.9K Hold
100
– – ﹤0.01% 574
2026
Q1 		$3.25K Hold
100
– – ﹤0.01% 550
2025
Q4 		$3.52K Hold
100
– – ﹤0.01% 553
2025
Q3 		$2.63K Hold
100
– – ﹤0.01% 567
2025
Q2 		$2.65K Hold
100
– – ﹤0.01% 569
2025
Q1 		$2.42K Hold
100
– – ﹤0.01% 546
2024
Q4 		$4.02K Buy
+100
New +$5.7K ﹤0.01% 517

Other funds holding VKTX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Barrett & Company's VKTX Position: Q2 2026 in Review

Barrett & Company held its Viking Therapeutics (VKTX) position steady in Q2 2026 at 100 shares worth $3.9K. The position accounts for ﹤0.01% of the portfolio, ranked #574.

Barrett & Company first reported a position in VKTX in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.02K in Q4 2024. 436 funds tracked by Wall St. Rank hold VKTX as of Q2 2026.

  • Barrett & Company held 100 shares of Viking Therapeutics worth $3.9K as of Q2 2026.
  • Barrett & Company left its Viking Therapeutics share count unchanged in Q2 2026.
  • Viking Therapeutics made up ﹤0.01% of Barrett & Company's portfolio in Q2 2026, its #574 holding.
  • Barrett & Company first reported a position in Viking Therapeutics in Q4 2024 and has held it in 7 quarters since.
  • Barrett & Company's Viking Therapeutics position peaked at $4.02K in Q4 2024.
  • 436 funds tracked by Wall St. Rank held Viking Therapeutics as of Q2 2026.

Based on Barrett & Company's 13F filing for Q2 2026, filed 24 Jul 2026.