Clearstead Advisors’s Viking Holdings VIK Stock Holding History

Clearstead Advisors’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	$109K	Sell	1,040 -2,027	-66%	-$175K	﹤0.01%	1269
2026 Q1	$225K	Buy	3,067 +2,989	+3,832%	+$218K	﹤0.01%	963
2025 Q4	$5.57K	Buy	+78	New	+$4.98K	﹤0.01%	2000
2025 Q3	–	Sell	-235	Closed	-$12.5K	–	3278
2025 Q2	$12.5K	Sell	235 -69	-23%	-$3.05K	﹤0.01%	1809
2025 Q1	$12.1K	Sell	304 -70	-19%	-$3.23K	﹤0.01%	1561
2024 Q4	$16.5K	Hold	374	–	–	﹤0.01%	1447
2024 Q3	$13K	Buy	+374	New	+$12.8K	﹤0.01%	1533

Other funds holding VIK

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Clearstead Advisors's VIK Position: Q2 2026 in Review

Clearstead Advisors reduced its Viking Holdings (VIK) stake by 66% in Q2 2026, selling an estimated $175K and leaving 1,040 shares worth $109K. The position accounts for ﹤0.01% of the portfolio, ranked #1269.

Clearstead Advisors first reported a position in VIK in Q3 2024 and has held it in 7 quarters since. The position peaked at $225K in Q1 2026. 609 funds tracked by Wall St. Rank hold VIK as of Q2 2026.

Clearstead Advisors held 1,040 shares of Viking Holdings worth $109K as of Q2 2026.
Clearstead Advisors sold 2,027 Viking Holdings shares in Q2 2026, an estimated $175K.
Viking Holdings made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1269 holding.
Clearstead Advisors first reported a position in Viking Holdings in Q3 2024 and has held it in 7 quarters since.
Clearstead Advisors's Viking Holdings position peaked at $225K in Q1 2026.
609 funds tracked by Wall St. Rank held Viking Holdings as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.