Creative Planning
VIK icon

Creative Planning’s Viking Holdings VIK Stock Holding History

Creative Planning’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 		$13.8M Buy
131,419
+41,199
+46% +$3.56M 0.01% 676
2026
Q1 		$6.63M Buy
90,220
+53,340
+145% +$3.9M ﹤0.01% 979
2025
Q4 		$2.63M Buy
36,880
+30,714
+498% +$1.96M ﹤0.01% 1481
2025
Q3 		$383K Buy
+6,166
New +$368K ﹤0.01% 2954

Other funds holding VIK

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Creative Planning's VIK Position: Q2 2026 in Review

Creative Planning increased its Viking Holdings (VIK) stake by 46% in Q2 2026, buying an estimated $3.56M and bringing the position to 131,419 shares worth $13.8M. The position accounts for 0.01% of the portfolio, ranked #676.

Creative Planning first reported a position in VIK in Q3 2025 and has held it in 4 quarters since. 613 funds tracked by Wall St. Rank hold VIK as of Q2 2026.

  • Creative Planning held 131,419 shares of Viking Holdings worth $13.8M as of Q2 2026.
  • Creative Planning bought 41,199 Viking Holdings shares in Q2 2026, an estimated $3.56M.
  • Viking Holdings made up 0.01% of Creative Planning's portfolio in Q2 2026, its #676 holding.
  • Creative Planning first reported a position in Viking Holdings in Q3 2025 and has held it in 4 quarters since.
  • 613 funds tracked by Wall St. Rank held Viking Holdings as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.