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Colonial Trust Advisors’s Viking Therapeutics VKTX Stock Holding History

Colonial Trust 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
2025
Q3 		– Sell
-109
Closed -$2.89K – 737
2025
Q2 		$2.89K Hold
109
– – ﹤0.01% 625
2025
Q1 		$2.63K Buy
+109
New +$3.44K ﹤0.01% 610

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 $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Colonial Trust Advisors's VKTX Position: Q3 2025 in Review

Colonial Trust Advisors sold out of Viking Therapeutics (VKTX) in Q3 2025, closing a stake of 109 shares — an estimated $2.89K sold.

Colonial Trust Advisors first reported a position in VKTX in Q1 2025 and held it in 2 quarters. The position peaked at $2.89K in Q2 2025. 370 funds tracked by Wall St. Rank hold VKTX as of Q3 2025.

  • Colonial Trust Advisors reported no remaining Viking Therapeutics position as of Q3 2025 after selling out during the quarter.
  • Colonial Trust Advisors sold 109 Viking Therapeutics shares in Q3 2025, an estimated $2.89K.
  • Colonial Trust Advisors first reported a position in Viking Therapeutics in Q1 2025 and held it in 2 quarters.
  • Colonial Trust Advisors's Viking Therapeutics position peaked at $2.89K in Q2 2025.
  • 370 funds tracked by Wall St. Rank held Viking Therapeutics as of Q3 2025.

Based on Colonial Trust Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.