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Bell Investment Advisors’s Viking Therapeutics VKTX Stock Holding History

Bell Investment 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
Q1 		– Sell
-14
Closed -$493 – 1949
2025
Q4 		$493 Buy
14
+4
+40% +$142 ﹤0.01% 1748
2025
Q3 		$263 Hold
10
– – ﹤0.01% 1836
2025
Q2 		$265 Sell
10
-19
-66% -$500 ﹤0.01% 1839
2025
Q1 		$701 Buy
29
+19
+190% +$601 ﹤0.01% 1658
2024
Q4 		$403 Sell
10
-12
-55% -$684 ﹤0.01% 1830
2024
Q3 		$1.39K Sell
22
-1
-4% -$59 ﹤0.01% 1483
2024
Q2 		$1.22K Buy
23
+8
+53% +$524 ﹤0.01% 1547
2024
Q1 		$1.23K Buy
+15
New +$667 ﹤0.01% 1535

Other funds holding VKTX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

Bell Investment Advisors's VKTX Position: Q1 2026 in Review

Bell Investment Advisors sold out of Viking Therapeutics (VKTX) in Q1 2026, closing a stake of 14 shares — an estimated $493 sold.

Bell Investment Advisors first reported a position in VKTX in Q1 2024 and held it in 8 quarters. The position peaked at $1.39K in Q3 2024. 413 funds tracked by Wall St. Rank hold VKTX as of Q1 2026.

  • Bell Investment Advisors reported no remaining Viking Therapeutics position as of Q1 2026 after selling out during the quarter.
  • Bell Investment Advisors sold 14 Viking Therapeutics shares in Q1 2026, an estimated $493.
  • Bell Investment Advisors first reported a position in Viking Therapeutics in Q1 2024 and held it in 8 quarters.
  • Bell Investment Advisors's Viking Therapeutics position peaked at $1.39K in Q3 2024.
  • 413 funds tracked by Wall St. Rank held Viking Therapeutics as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.