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Capital Advisors Ltd’s Viking Therapeutics VKTX Stock Holding History

Capital Advisors Ltd’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 		$1K Sell
14
-1
-7% -$32 ﹤0.01% 1318
2026
Q1 		$0 Hold
15
– – ﹤0.01% 1614
2025
Q4 		$1K Buy
15
+1
+7% +$35 ﹤0.01% 1296
2025
Q3 		$0 Hold
14
– – ﹤0.01% 1563
2025
Q2 		$0 Buy
+14
New +$369 ﹤0.01% 1643
2024
Q4 		– Sell
-8
Closed -$1K – 1595
2024
Q3 		$1K Buy
+8
New +$469 ﹤0.01% 1309

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

Capital Advisors Ltd's VKTX Position: Q2 2026 in Review

Capital Advisors Ltd reduced its Viking Therapeutics (VKTX) stake by 6.7% in Q2 2026, selling an estimated $32 and leaving 14 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1318.

Capital Advisors Ltd first reported a position in VKTX in Q3 2024 and has held it in 6 quarters since. 436 funds tracked by Wall St. Rank hold VKTX as of Q2 2026.

  • Capital Advisors Ltd held 14 shares of Viking Therapeutics worth $1K as of Q2 2026.
  • Capital Advisors Ltd sold 1 Viking Therapeutics share in Q2 2026, an estimated $32.
  • Viking Therapeutics made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1318 holding.
  • Capital Advisors Ltd first reported a position in Viking Therapeutics in Q3 2024 and has held it in 6 quarters since.
  • 436 funds tracked by Wall St. Rank held Viking Therapeutics as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.