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Englebert Financial Advisers’s Viking Therapeutics VKTX Stock Holding History

Englebert Financial Advisers’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
Q2 		$456K Sell
11,699
-74
-0.6% -$2.39K 0.45% 43
2026
Q1 		$383K Buy
11,773
+12
+0.1% +$386 0.44% 40
2025
Q4 		$414K Buy
+11,761
New +$417K 0.47% 41

Other funds holding VKTX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Englebert Financial Advisers's VKTX Position: Q2 2026 in Review

Englebert Financial Advisers reduced its Viking Therapeutics (VKTX) stake by 0.63% in Q2 2026, selling an estimated $2.39K and leaving 11,699 shares worth $456K. The position accounts for 0.45% of the portfolio, ranked #43.

Englebert Financial Advisers first reported a position in VKTX in Q4 2025 and has held it in 3 quarters since. 436 funds tracked by Wall St. Rank hold VKTX as of Q2 2026.

  • Englebert Financial Advisers held 11,699 shares of Viking Therapeutics worth $456K as of Q2 2026.
  • Englebert Financial Advisers sold 74 Viking Therapeutics shares in Q2 2026, an estimated $2.39K.
  • Viking Therapeutics made up 0.45% of Englebert Financial Advisers's portfolio in Q2 2026, its #43 holding.
  • Englebert Financial Advisers first reported a position in Viking Therapeutics in Q4 2025 and has held it in 3 quarters since.
  • 436 funds tracked by Wall St. Rank held Viking Therapeutics as of Q2 2026.

Based on Englebert Financial Advisers's 13F filing for Q2 2026, filed 22 Jul 2026.