BWL
VIK icon

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
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 $645B AUM 30.41% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Bogart Wealth LLC's VIK Position: Q1 2026 in Review

Bogart Wealth LLC opened a new position in Viking Holdings (VIK) in Q1 2026: 7 shares worth $514. The stake represents ﹤0.01% of the portfolio and ranks #1577 among its holdings. This is a return to the name: Bogart Wealth LLC previously reported a position in VIK as recently as Q3 2025.

Bogart Wealth LLC first reported a position in VIK in Q3 2025 and has held it in 2 quarters since. The position peaked at $559 in Q3 2025. 504 funds tracked by Wall St. Rank hold VIK as of Q1 2026.

  • Bogart Wealth LLC held 7 shares of Viking Holdings worth $514 as of Q1 2026.
  • Viking Holdings was a new Bogart Wealth LLC position in Q1 2026.
  • Viking Holdings made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q1 2026, its #1577 holding.
  • Bogart Wealth LLC first reported a position in Viking Holdings in Q3 2025 and has held it in 2 quarters since.
  • Bogart Wealth LLC's Viking Holdings position peaked at $559 in Q3 2025.
  • 504 funds tracked by Wall St. Rank held Viking Holdings as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.