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Clearstead Advisors’s Viking Therapeutics VKTX Stock Holding History

Clearstead Advisors’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
Q2 		$1.17K Buy
+30
New +$969 ﹤0.01% 2647
2026
Q1 		– Sell
-115
Closed -$4.05K – 2836
2025
Q4 		$4.05K Sell
115
-3
-3% -$106 ﹤0.01% 2056
2025
Q3 		$3.09K Buy
+118
New +$3.52K ﹤0.01% 2327
2025
Q2 		– Sell
-114
Closed -$2.75K – 2888
2025
Q1 		$2.75K Sell
114
-6
-5% -$190 ﹤0.01% 1838
2024
Q4 		$4.83K Sell
120
-506
-81% -$28.9K ﹤0.01% 1724
2024
Q3 		$39.6K Buy
626
+220
+54% +$12.9K ﹤0.01% 1257
2024
Q2 		$21.5K Buy
406
+106
+35% +$6.95K ﹤0.01% 1360
2024
Q1 		$21.7K Buy
+300
New +$13.3K ﹤0.01% 936
2022
Q2 		– Sell
-30
Closed – – 1461
2022
Q1 		$0 Hold
30
– – ﹤0.01% 1464
2021
Q4 		$0 Hold
30
– – ﹤0.01% 1443
2021
Q3 		$0 Hold
30
– – ﹤0.01% 1400
2021
Q2 		$0 Hold
30
– – ﹤0.01% 1306
2021
Q1 		$0 Hold
30
– – ﹤0.01% 1187
2020
Q4 		$0 Hold
30
– – ﹤0.01% 1027
2020
Q3 		$0 Buy
+30
New +$207 ﹤0.01% 931

Other funds holding VKTX

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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Clearstead Advisors's VKTX Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Viking Therapeutics (VKTX) in Q2 2026: 30 shares worth $1.17K. The stake represents ﹤0.01% of the portfolio and ranks #2647 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in VKTX as recently as Q4 2025.

Clearstead Advisors first reported a position in VKTX in Q3 2020 and has held it in 15 quarters since. The position peaked at $39.6K in Q3 2024. 432 funds tracked by Wall St. Rank hold VKTX as of Q2 2026.

  • Clearstead Advisors held 30 shares of Viking Therapeutics worth $1.17K as of Q2 2026.
  • Viking Therapeutics was a new Clearstead Advisors position in Q2 2026.
  • Viking Therapeutics made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2647 holding.
  • Clearstead Advisors first reported a position in Viking Therapeutics in Q3 2020 and has held it in 15 quarters since.
  • Clearstead Advisors's Viking Therapeutics position peaked at $39.6K in Q3 2024.
  • 432 funds tracked by Wall St. Rank held Viking Therapeutics as of Q2 2026.

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