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Dougherty & Associates’s Viking Holdings VIK Stock Holding History

Dougherty & Associates’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 		$1.16M Buy
11,066
+1,152
+12% +$99.7K 0.93% 25
2026
Q1 		$728K Buy
9,914
+1,460
+17% +$107K 0.67% 31
2025
Q4 		$604K Buy
+8,454
New +$539K 0.54% 34

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

Dougherty & Associates's VIK Position: Q2 2026 in Review

Dougherty & Associates increased its Viking Holdings (VIK) stake by 12% in Q2 2026, buying an estimated $99.7K and bringing the position to 11,066 shares worth $1.16M. The position accounts for 0.93% of the portfolio, ranked #25.

Dougherty & Associates first reported a position in VIK in Q4 2025 and has held it in 3 quarters since. 611 funds tracked by Wall St. Rank hold VIK as of Q2 2026.

  • Dougherty & Associates held 11,066 shares of Viking Holdings worth $1.16M as of Q2 2026.
  • Dougherty & Associates bought 1,152 Viking Holdings shares in Q2 2026, an estimated $99.7K.
  • Viking Holdings made up 0.93% of Dougherty & Associates's portfolio in Q2 2026, its #25 holding.
  • Dougherty & Associates first reported a position in Viking Holdings in Q4 2025 and has held it in 3 quarters since.
  • 611 funds tracked by Wall St. Rank held Viking Holdings as of Q2 2026.

Based on Dougherty & Associates's 13F filing for Q2 2026, filed 16 Jul 2026.