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Cherry Tree Wealth Management’s Viking Therapeutics VKTX Stock Holding History

Cherry Tree Wealth Management’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
Q3 		– Sell
-175
Closed -$4.65K – 604
2025
Q2 		$4.65K Hold
175
– – ﹤0.01% 485
2025
Q1 		$4.24K Buy
+175
New +$5.53K ﹤0.01% 553
2024
Q2 		– Sell
-119
Closed -$9.76K – 625
2024
Q1 		$9.76K Buy
+119
New +$5.29K ﹤0.01% 381

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 $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Cherry Tree Wealth Management's VKTX Position: Q3 2025 in Review

Cherry Tree Wealth Management sold out of Viking Therapeutics (VKTX) in Q3 2025, closing a stake of 175 shares — an estimated $4.65K sold.

Cherry Tree Wealth Management first reported a position in VKTX in Q1 2024 and held it in 3 quarters. The position peaked at $9.76K in Q1 2024. 370 funds tracked by Wall St. Rank hold VKTX as of Q3 2025.

  • Cherry Tree Wealth Management reported no remaining Viking Therapeutics position as of Q3 2025 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 175 Viking Therapeutics shares in Q3 2025, an estimated $4.65K.
  • Cherry Tree Wealth Management first reported a position in Viking Therapeutics in Q1 2024 and held it in 3 quarters.
  • Cherry Tree Wealth Management's Viking Therapeutics position peaked at $9.76K in Q1 2024.
  • 370 funds tracked by Wall St. Rank held Viking Therapeutics as of Q3 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2025, filed 24 Nov 2025.