Concord Wealth Partners’s Viking Holdings VIK Stock Holding History

Concord Wealth Partners’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	$183K	Buy	+1,749	New	+$151K	0.02%	227

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

Concord Wealth Partners's VIK Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Viking Holdings (VIK) in Q2 2026: 1,749 shares worth $183K. The stake represents 0.02% of the portfolio and ranks #227 among its holdings.

609 funds tracked by Wall St. Rank hold VIK as of Q2 2026.

Concord Wealth Partners held 1,749 shares of Viking Holdings worth $183K as of Q2 2026.
Viking Holdings was a new Concord Wealth Partners position in Q2 2026.
Viking Holdings made up 0.02% of Concord Wealth Partners's portfolio in Q2 2026, its #227 holding.
609 funds tracked by Wall St. Rank held Viking Holdings as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.