Elevation Wealth Partners
VKTX icon

Elevation Wealth Partners’s Viking Therapeutics VKTX Stock Holding History

Elevation Wealth Partners’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
2026
Q3 		– Sell
-99
Closed -$3.86K – 1413
2026
Q2 		$3.86K Buy
99
+37
+60% +$1.2K ﹤0.01% 1077
2026
Q1 		$2.02K Hold
62
– – ﹤0.01% 909
2025
Q4 		$2.18K Hold
62
– – ﹤0.01% 778
2025
Q3 		$1.63K Hold
62
– – ﹤0.01% 682
2025
Q2 		$1.64K Hold
62
– – ﹤0.01% 432
2025
Q1 		$1.5K Buy
62
+12
+24% +$379 ﹤0.01% 435
2024
Q4 		$2.01K Hold
50
– – ﹤0.01% 438
2024
Q3 		$3.17K Hold
50
– – ﹤0.01% 411
2024
Q2 		$2.65K Hold
50
– – ﹤0.01% 435
2024
Q1 		$4.1K Hold
50
– – ﹤0.01% 399
2023
Q4 		$554 Hold
50
– – ﹤0.01% 412
2023
Q3 		$554 Buy
+50
New +$715 ﹤0.01% 310

Other funds holding VKTX

Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
TGY2IT
Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $530M AUM 95.29% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return
Quantum Private Wealth
Quantum Private Wealth Tampa, Florida $391M AUM 50.76% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Lewis Asset Management
Lewis Asset Management Lafayette, California $294M AUM 25.62% 1-Year Est. Return
MH & Associates Securities Management
MH & Associates Securities Management Carlsbad, California $115M AUM 42.61% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Profund Advisors
Profund Advisors Bethesda, Maryland $3.48B AUM 66.96% 1-Year Est. Return

Elevation Wealth Partners's VKTX Position: Q3 2026 in Review

Elevation Wealth Partners sold out of Viking Therapeutics (VKTX) in Q3 2026, closing a stake of 99 shares — an estimated $3.86K sold.

Elevation Wealth Partners first reported a position in VKTX in Q3 2023 and held it in 12 quarters. The position peaked at $4.1K in Q1 2024. 115 funds tracked by Wall St. Rank hold VKTX as of Q3 2026.

  • Elevation Wealth Partners reported no remaining Viking Therapeutics position as of Q3 2026 after selling out during the quarter.
  • Elevation Wealth Partners sold 99 Viking Therapeutics shares in Q3 2026, an estimated $3.86K.
  • Elevation Wealth Partners first reported a position in Viking Therapeutics in Q3 2023 and held it in 12 quarters.
  • Elevation Wealth Partners's Viking Therapeutics position peaked at $4.1K in Q1 2024.
  • 115 funds tracked by Wall St. Rank held Viking Therapeutics as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.