Capstone Investment Advisors
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Capstone Investment Advisors’s Viking Holdings VIK Stock Holding History

Capstone 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
Q2 		$3.93M Buy
+37,500
New +$3.24M 0.01% 553
2025
Q3 		– Sell
-11,318
Closed -$603K – 2114
2025
Q2 		$603K Sell
11,318
-1,354
-11% -$59.8K ﹤0.01% 1058
2025
Q1 		$504K Buy
+12,672
New +$584K ﹤0.01% 1077
2024
Q3 		– Sell
-6,318
Closed -$214K – 2254
2024
Q2 		$214K Buy
+6,318
New +$191K ﹤0.01% 1744

Other funds holding VIK

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capstone Investment Advisors's VIK Position: Q2 2026 in Review

Capstone Investment Advisors opened a new position in Viking Holdings (VIK) in Q2 2026: 37,500 shares worth $3.93M. The stake represents 0.01% of the portfolio and ranks #553 among its holdings. This is a return to the name: Capstone Investment Advisors previously reported a position in VIK as recently as Q2 2025.

Capstone Investment Advisors first reported a position in VIK in Q2 2024 and has held it in 4 quarters since. 614 funds tracked by Wall St. Rank hold VIK as of Q2 2026.

  • Capstone Investment Advisors held 37,500 shares of Viking Holdings worth $3.93M as of Q2 2026.
  • Viking Holdings was a new Capstone Investment Advisors position in Q2 2026.
  • Viking Holdings made up 0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #553 holding.
  • Capstone Investment Advisors first reported a position in Viking Holdings in Q2 2024 and has held it in 4 quarters since.
  • 614 funds tracked by Wall St. Rank held Viking Holdings as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.