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Carolinas Wealth Consulting’s Viking Therapeutics VKTX Stock Holding History

Carolinas Wealth Consulting’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
2025
Q2 		– Sell
-8
Closed -$193 – 919
2025
Q1 		$193 Hold
8
– – ﹤0.01% 1004
2024
Q4 		$322 Hold
8
– – ﹤0.01% 1041
2024
Q3 		$507 Buy
+8
New +$469 ﹤0.01% 1006

Other funds holding VKTX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Carolinas Wealth Consulting's VKTX Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Viking Therapeutics (VKTX) in Q2 2025, closing a stake of 8 shares — an estimated $193 sold.

Carolinas Wealth Consulting first reported a position in VKTX in Q3 2024 and held it in 3 quarters. The position peaked at $507 in Q3 2024. 391 funds tracked by Wall St. Rank hold VKTX as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Viking Therapeutics position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 8 Viking Therapeutics shares in Q2 2025, an estimated $193.
  • Carolinas Wealth Consulting first reported a position in Viking Therapeutics in Q3 2024 and held it in 3 quarters.
  • Carolinas Wealth Consulting's Viking Therapeutics position peaked at $507 in Q3 2024.
  • 391 funds tracked by Wall St. Rank held Viking Therapeutics as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.