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Clearstead Trust’s Viking Therapeutics VKTX Stock Holding History

Clearstead Trust’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 		$1.01K Hold
26
– – ﹤0.01% 935
2026
Q1 		$847 Sell
26
-2
-7% -$64 ﹤0.01% 943
2025
Q4 		$986 Hold
28
– – ﹤0.01% 948
2025
Q3 		$736 Buy
28
+24
+600% +$716 ﹤0.01% 1299
2025
Q2 		$106 Sell
4
-41
-91% -$1.08K ﹤0.01% 1486
2025
Q1 		$1.09K Buy
+45
New +$1.42K ﹤0.01% 823

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 Trust's VKTX Position: Q2 2026 in Review

Clearstead Trust held its Viking Therapeutics (VKTX) position steady in Q2 2026 at 26 shares worth $1.01K. The position accounts for ﹤0.01% of the portfolio, ranked #935.

Clearstead Trust first reported a position in VKTX in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.09K in Q1 2025. 432 funds tracked by Wall St. Rank hold VKTX as of Q2 2026.

  • Clearstead Trust held 26 shares of Viking Therapeutics worth $1.01K as of Q2 2026.
  • Clearstead Trust left its Viking Therapeutics share count unchanged in Q2 2026.
  • Viking Therapeutics made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #935 holding.
  • Clearstead Trust first reported a position in Viking Therapeutics in Q1 2025 and has held it in 6 quarters since.
  • Clearstead Trust's Viking Therapeutics position peaked at $1.09K in Q1 2025.
  • 432 funds tracked by Wall St. Rank held Viking Therapeutics as of Q2 2026.

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