Carson Wealth (CWM LLC)
VIK icon

Carson Wealth (CWM LLC)’s Viking Holdings VIK Stock Holding History

Carson Wealth (CWM LLC)’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 		$10.7M Buy
146,230
+65,738
+82% +$4.8M 0.03% 523
2025
Q4 		$5.75M Buy
80,492
+77,225
+2,364% +$4.93M 0.02% 722
2025
Q3 		$203K Buy
3,267
+3,157
+2,870% +$188K ﹤0.01% 2430
2025
Q2 		$6K Buy
110
+40
+57% +$1.77K ﹤0.01% 4576
2025
Q1 		$3K Sell
70
-104
-60% -$4.8K ﹤0.01% 4709
2024
Q4 		$8K Buy
174
+20
+13% +$849 ﹤0.01% 4020
2024
Q3 		$5K Buy
+154
New +$5.27K ﹤0.01% 4151

Other funds holding VIK

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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 $69.6B AUM 42.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Carson Wealth (CWM LLC)'s VIK Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Viking Holdings (VIK) stake by 82% in Q1 2026, buying an estimated $4.8M and bringing the position to 146,230 shares worth $10.7M. The position accounts for 0.03% of the portfolio, ranked #523.

Carson Wealth (CWM LLC) first reported a position in VIK in Q3 2024 and has held it in 7 quarters since. 508 funds tracked by Wall St. Rank hold VIK as of Q1 2026.

  • Carson Wealth (CWM LLC) held 146,230 shares of Viking Holdings worth $10.7M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 65,738 Viking Holdings shares in Q1 2026, an estimated $4.8M.
  • Viking Holdings made up 0.03% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #523 holding.
  • Carson Wealth (CWM LLC) first reported a position in Viking Holdings in Q3 2024 and has held it in 7 quarters since.
  • 508 funds tracked by Wall St. Rank held Viking Holdings as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.