Creative Planning
VKTX icon

Creative Planning’s Viking Therapeutics VKTX Stock Holding History

Creative Planning’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
2024
Q2 		– Sell
-1,000
Closed -$7.43K – 3180
2024
Q1 		$7.43K Buy
+1,000
New +$44.5K ﹤0.01% 2876
2023
Q3 		– Sell
-21,000
Closed -$99.3K – 3043
2023
Q2 		$99.3K Hold
21,000
– – ﹤0.01% 2345
2023
Q1 		$138K Buy
21,000
+15,000
+250% +$155K ﹤0.01% 2201
2022
Q4 		$12.4K Buy
+6,000
New +$26.8K ﹤0.01% 2341

Other funds holding VKTX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Creative Planning's VKTX Position: Q1 2026 in Review

Creative Planning increased its Viking Therapeutics (VKTX) stake by 6.3% in Q1 2026, buying an estimated $62.3K and bringing the position to 32,677 shares worth $1.06M. The position accounts for ﹤0.01% of the portfolio, ranked #2404.

Creative Planning first reported a position in VKTX in Q3 2015 and has held it in 25 quarters since. The position peaked at $1.17M in Q1 2024. 410 funds tracked by Wall St. Rank hold VKTX as of Q1 2026.

  • Creative Planning held 32,677 shares of Viking Therapeutics worth $1.06M as of Q1 2026.
  • Creative Planning bought 1,937 Viking Therapeutics shares in Q1 2026, an estimated $62.3K.
  • Viking Therapeutics made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2404 holding.
  • Creative Planning first reported a position in Viking Therapeutics in Q3 2015 and has held it in 25 quarters since.
  • Creative Planning's Viking Therapeutics position peaked at $1.17M in Q1 2024.
  • 410 funds tracked by Wall St. Rank held Viking Therapeutics as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.