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Bogart Wealth LLC’s Viking Holdings VIK Stock Holding History

Bogart Wealth LLC’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
Q2 		– Sell
-7
Closed -$514 – 2097
2026
Q1 		$514 Buy
+7
New +$511 ﹤0.01% 1577
2025
Q4 		– Sell
-9
Closed -$559 – 1690
2025
Q3 		$559 Buy
+9
New +$537 ﹤0.01% 1386

Other funds holding VIK

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bogart Wealth LLC's VIK Position: Q2 2026 in Review

Bogart Wealth LLC sold out of Viking Holdings (VIK) in Q2 2026, closing a stake of 7 shares — an estimated $514 sold.

Bogart Wealth LLC first reported a position in VIK in Q3 2025 and held it in 2 quarters. The position peaked at $559 in Q3 2025. 614 funds tracked by Wall St. Rank hold VIK as of Q2 2026.

  • Bogart Wealth LLC reported no remaining Viking Holdings position as of Q2 2026 after selling out during the quarter.
  • Bogart Wealth LLC sold 7 Viking Holdings shares in Q2 2026, an estimated $514.
  • Bogart Wealth LLC first reported a position in Viking Holdings in Q3 2025 and held it in 2 quarters.
  • Bogart Wealth LLC's Viking Holdings position peaked at $559 in Q3 2025.
  • 614 funds tracked by Wall St. Rank held Viking Holdings as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.