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 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 $645B AUM 30.41% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Diversify Wealth Management's VIK Position: Q1 2026 in Review

Diversify Wealth Management increased its Viking Holdings (VIK) stake by 0.7% in Q1 2026, buying an estimated $25.3K and bringing the position to 50,126 shares worth $3.94M. The position accounts for 0.07% of the portfolio, ranked #237.

Diversify Wealth Management first reported a position in VIK in Q3 2024 and has held it in 7 quarters since. The position peaked at $4.08M in Q3 2025. 504 funds tracked by Wall St. Rank hold VIK as of Q1 2026.

Diversify Wealth Management held 50,126 shares of Viking Holdings worth $3.94M as of Q1 2026.
Diversify Wealth Management bought 346 Viking Holdings shares in Q1 2026, an estimated $25.3K.
Viking Holdings made up 0.07% of Diversify Wealth Management's portfolio in Q1 2026, its #237 holding.
Diversify Wealth Management first reported a position in Viking Holdings in Q3 2024 and has held it in 7 quarters since.
Diversify Wealth Management's Viking Holdings position peaked at $4.08M in Q3 2025.
504 funds tracked by Wall St. Rank held Viking Holdings as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.