Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Viking Therapeutics VKTX Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$325K Buy
10,001
+202
+2% +$6.49K ﹤0.01% 2324
2025
Q4 		$345K Buy
9,799
+5,777
+144% +$205K ﹤0.01% 2173
2025
Q3 		$106K Sell
4,022
-2,333
-37% -$69.6K ﹤0.01% 2948
2025
Q2 		$168K Buy
6,355
+2,813
+79% +$74.1K ﹤0.01% 2329
2025
Q1 		$86K Buy
3,542
+939
+36% +$29.7K ﹤0.01% 2553
2024
Q4 		$105K Buy
2,603
+567
+28% +$32.3K ﹤0.01% 2258
2024
Q3 		$129K Buy
2,036
+518
+34% +$30.4K ﹤0.01% 2032
2024
Q2 		$80K Buy
1,518
+628
+71% +$41.2K ﹤0.01% 2136
2024
Q1 		$73K Sell
890
-3,648
-80% -$162K ﹤0.01% 2073
2023
Q4 		$84K Buy
4,538
+15
+0.3% +$196 ﹤0.01% 1864
2023
Q3 		$50K Hold
4,523
– – ﹤0.01% 2071
2023
Q2 		$73K Sell
4,523
-94
-2% -$1.97K ﹤0.01% 1750
2023
Q1 		$77K Buy
4,617
+391
+9% +$4.04K ﹤0.01% 1626
2022
Q4 		$40K Sell
4,226
-58
-1% -$259 ﹤0.01% 1885
2022
Q3 		$12K Sell
4,284
-427
-9% -$1.4K ﹤0.01% 2596
2022
Q2 		$14K Sell
4,711
-1,298
-22% -$3.21K ﹤0.01% 2391
2022
Q1 		$18K Buy
6,009
+1,940
+48% +$6.96K ﹤0.01% 2153
2021
Q4 		$19K Buy
+4,069
New +$22.8K ﹤0.01% 2031
2021
Q2 		$24K Hold
4,000
– – ﹤0.01% 1720
2021
Q1 		$24K Hold
4,000
– – ﹤0.01% 1720
2020
Q4 		$24K Hold
4,000
– – ﹤0.01% 1719
2020
Q3 		$24K Hold
4,000
– – ﹤0.01% 1719
2020
Q2 		$24K Hold
4,000
– – ﹤0.01% 1719
2020
Q1 		$24K Hold
4,000
– – ﹤0.01% 1719
2019
Q4 		$24K Hold
4,000
– – ﹤0.01% 1719
2019
Q3 		$24K Hold
4,000
– – ﹤0.01% 1719
2019
Q2 		$24K Hold
4,000
– – ﹤0.01% 1719
2019
Q1 		$24K Buy
+4,000
New +$33.5K ﹤0.01% 1718

Other funds holding VKTX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

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

Carson Wealth (CWM LLC) increased its Viking Therapeutics (VKTX) stake by 2.1% in Q1 2026, buying an estimated $6.49K and bringing the position to 10,001 shares worth $325K. The position accounts for ﹤0.01% of the portfolio, ranked #2324.

Carson Wealth (CWM LLC) first reported a position in VKTX in Q1 2019 and has held it in 28 quarters since. The position peaked at $345K in Q4 2025. 413 funds tracked by Wall St. Rank hold VKTX as of Q1 2026.

  • Carson Wealth (CWM LLC) held 10,001 shares of Viking Therapeutics worth $325K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 202 Viking Therapeutics shares in Q1 2026, an estimated $6.49K.
  • Viking Therapeutics made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2324 holding.
  • Carson Wealth (CWM LLC) first reported a position in Viking Therapeutics in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s Viking Therapeutics position peaked at $345K in Q4 2025.
  • 413 funds tracked by Wall St. Rank held Viking Therapeutics as of Q1 2026.

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