Charles Schwab
VIK icon

Charles Schwab’s Viking Holdings VIK Stock Holding History

Charles Schwab’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 		$19.6M Buy
187,097
+10,158
+6% +$879K ﹤0.01% 1840
2026
Q1 		$13M Buy
176,939
+14,570
+9% +$1.06M ﹤0.01% 1982
2025
Q4 		$11.6M Buy
162,369
+8,084
+5% +$516K ﹤0.01% 2062
2025
Q3 		$9.59M Buy
154,285
+4,125
+3% +$246K ﹤0.01% 2142
2025
Q2 		$8M Buy
150,160
+93,554
+165% +$4.13M ﹤0.01% 2120
2025
Q1 		$2.25M Buy
56,606
+19,014
+51% +$877K ﹤0.01% 2577
2024
Q4 		$1.66M Buy
37,592
+1,234
+3% +$52.4K ﹤0.01% 2738
2024
Q3 		$1.27M Buy
+36,358
New +$1.24M ﹤0.01% 2847

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

Charles Schwab's VIK Position: Q2 2026 in Review

Charles Schwab increased its Viking Holdings (VIK) stake by 5.7% in Q2 2026, buying an estimated $879K and bringing the position to 187,097 shares worth $19.6M. The position accounts for ﹤0.01% of the portfolio, ranked #1840.

Charles Schwab first reported a position in VIK in Q3 2024 and has held it in 8 quarters since. 613 funds tracked by Wall St. Rank hold VIK as of Q2 2026.

  • Charles Schwab held 187,097 shares of Viking Holdings worth $19.6M as of Q2 2026.
  • Charles Schwab bought 10,158 Viking Holdings shares in Q2 2026, an estimated $879K.
  • Viking Holdings made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #1840 holding.
  • Charles Schwab first reported a position in Viking Holdings in Q3 2024 and has held it in 8 quarters since.
  • 613 funds tracked by Wall St. Rank held Viking Holdings as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.