Diversify Wealth Management’s Viking Holdings VIK Stock Holding History

Diversify Wealth Management’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	$4.07M	Sell	39,431 -10,695	-21%	-$925K	0.07%	246
2026 Q1	$3.94M	Buy	50,126 +346	+0.7%	+$25.3K	0.07%	237
2025 Q4	$3.56M	Sell	49,780 -17,676	-26%	-$1.13M	0.17%	158
2025 Q3	$4.08M	Buy	67,456 +2,209	+3%	+$132K	0.24%	125
2025 Q2	$3.9M	Buy	65,247 +3,916	+6%	+$173K	0.24%	125
2025 Q1	$2.52M	Buy	61,331 +2,915	+5%	+$134K	0.19%	148
2024 Q4	$2.55M	Buy	58,416 +1,960	+3%	+$83.2K	0.2%	134
2024 Q3	$2.17M	Buy	+56,456	New	+$1.93M	0.21%	125

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

Diversify Wealth Management's VIK Position: Q2 2026 in Review

Diversify Wealth Management reduced its Viking Holdings (VIK) stake by 21% in Q2 2026, selling an estimated $925K and leaving 39,431 shares worth $4.07M. The position accounts for 0.07% of the portfolio, ranked #246.

Diversify Wealth Management first reported a position in VIK in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.08M in Q3 2025. 614 funds tracked by Wall St. Rank hold VIK as of Q2 2026.

Diversify Wealth Management held 39,431 shares of Viking Holdings worth $4.07M as of Q2 2026.
Diversify Wealth Management sold 10,695 Viking Holdings shares in Q2 2026, an estimated $925K.
Viking Holdings made up 0.07% of Diversify Wealth Management's portfolio in Q2 2026, its #246 holding.
Diversify Wealth Management first reported a position in Viking Holdings in Q3 2024 and has held it in 8 quarters since.
Diversify Wealth Management's Viking Holdings position peaked at $4.08M in Q3 2025.
614 funds tracked by Wall St. Rank held Viking Holdings as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.