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Cape Investment Advisory’s Viking Therapeutics VKTX Stock Holding History

Cape Investment Advisory’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
Q2 		$94.8K Buy
+2,430
New +$78.5K 0.03% 355
2026
Q1 		– Sell
-30
Closed -$1.05K – 1177
2025
Q4 		$1.05K Buy
30
+12
+67% +$425 ﹤0.01% 1187
2025
Q3 		$473 Sell
18
-30
-63% -$895 ﹤0.01% 781
2025
Q2 		$1.27K Buy
48
+18
+60% +$474 ﹤0.01% 1007
2025
Q1 		$725 Hold
30
– – ﹤0.01% 1002
2024
Q4 		$1.21K Hold
30
– – ﹤0.01% 941
2024
Q3 		$1.9K Buy
+30
New +$1.76K ﹤0.01% 830
2024
Q2 		– Sell
-235
Closed -$19.3K – 992
2024
Q1 		$19.3K Hold
235
– – 0.01% 448
2023
Q4 		$4.37K Hold
235
– – ﹤0.01% 799
2023
Q3 		$2.6K Hold
235
– – ﹤0.01% 767
2023
Q2 		$3.81K Buy
+235
New +$4.92K ﹤0.01% 700

Other funds holding VKTX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Cape Investment Advisory's VKTX Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Viking Therapeutics (VKTX) in Q2 2026: 2,430 shares worth $94.8K. The stake represents 0.03% of the portfolio and ranks #355 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in VKTX as recently as Q4 2025.

Cape Investment Advisory first reported a position in VKTX in Q2 2023 and has held it in 11 quarters since. 432 funds tracked by Wall St. Rank hold VKTX as of Q2 2026.

  • Cape Investment Advisory held 2,430 shares of Viking Therapeutics worth $94.8K as of Q2 2026.
  • Viking Therapeutics was a new Cape Investment Advisory position in Q2 2026.
  • Viking Therapeutics made up 0.03% of Cape Investment Advisory's portfolio in Q2 2026, its #355 holding.
  • Cape Investment Advisory first reported a position in Viking Therapeutics in Q2 2023 and has held it in 11 quarters since.
  • 432 funds tracked by Wall St. Rank held Viking Therapeutics as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.