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Caerus Investment Advisors’s Viking Holdings VIK Stock Holding History

Caerus Investment Advisors’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 		$335K Sell
4,557
-3,025
-40% -$221K 0.14% 150
2025
Q4 		$541K Buy
+7,582
New +$484K 0.18% 132

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

Caerus Investment Advisors's VIK Position: Q1 2026 in Review

Caerus Investment Advisors reduced its Viking Holdings (VIK) stake by 40% in Q1 2026, selling an estimated $221K and leaving 4,557 shares worth $335K. The position accounts for 0.14% of the portfolio, ranked #150.

Caerus Investment Advisors first reported a position in VIK in Q4 2025 and has held it in 2 quarters since. The position peaked at $541K in Q4 2025. 505 funds tracked by Wall St. Rank hold VIK as of Q1 2026.

  • Caerus Investment Advisors held 4,557 shares of Viking Holdings worth $335K as of Q1 2026.
  • Caerus Investment Advisors sold 3,025 Viking Holdings shares in Q1 2026, an estimated $221K.
  • Viking Holdings made up 0.14% of Caerus Investment Advisors's portfolio in Q1 2026, its #150 holding.
  • Caerus Investment Advisors first reported a position in Viking Holdings in Q4 2025 and has held it in 2 quarters since.
  • Caerus Investment Advisors's Viking Holdings position peaked at $541K in Q4 2025.
  • 505 funds tracked by Wall St. Rank held Viking Holdings as of Q1 2026.

Based on Caerus Investment Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.