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Bogart Wealth LLC’s Viking Therapeutics VKTX Stock Holding History

Bogart Wealth LLC’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
-20
Closed -$704 – 1896
2025
Q4 		$704 Hold
20
– – ﹤0.01% 1382
2025
Q3 		$526 Hold
20
– – ﹤0.01% 1413
2025
Q2 		$530 Buy
+20
New +$526 ﹤0.01% 1332
2025
Q1 		– Sell
-19
Closed -$765 – 1520
2024
Q4 		$765 Buy
+19
New +$1.08K ﹤0.01% 1234

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

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

Bogart Wealth LLC sold out of Viking Therapeutics (VKTX) in Q1 2026, closing a stake of 20 shares — an estimated $704 sold.

Bogart Wealth LLC first reported a position in VKTX in Q4 2024 and held it in 4 quarters. The position peaked at $765 in Q4 2024. 413 funds tracked by Wall St. Rank hold VKTX as of Q1 2026.

  • Bogart Wealth LLC reported no remaining Viking Therapeutics position as of Q1 2026 after selling out during the quarter.
  • Bogart Wealth LLC sold 20 Viking Therapeutics shares in Q1 2026, an estimated $704.
  • Bogart Wealth LLC first reported a position in Viking Therapeutics in Q4 2024 and held it in 4 quarters.
  • Bogart Wealth LLC's Viking Therapeutics position peaked at $765 in Q4 2024.
  • 413 funds tracked by Wall St. Rank held Viking Therapeutics as of Q1 2026.

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