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Ethos Financial Group’s Viking Therapeutics VKTX Stock Holding History

Ethos Financial Group’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
Q1 		$493K Hold
14,012
– – 0.04% 311
2025
Q4 		$493K Buy
14,012
+3,043
+28% +$108K 0.04% 291
2025
Q3 		$288K Buy
10,969
+421
+4% +$12.6K 0.02% 369
2025
Q2 		$280K Buy
+10,548
New +$278K 0.02% 356

Other funds holding VKTX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Ethos Financial Group's VKTX Position: Q1 2026 in Review

Ethos Financial Group held its Viking Therapeutics (VKTX) position steady in Q1 2026 at 14,012 shares worth $493K. The position accounts for 0.04% of the portfolio, ranked #311.

Ethos Financial Group first reported a position in VKTX in Q2 2025 and has held it in 4 quarters since. 410 funds tracked by Wall St. Rank hold VKTX as of Q1 2026.

  • Ethos Financial Group held 14,012 shares of Viking Therapeutics worth $493K as of Q1 2026.
  • Ethos Financial Group left its Viking Therapeutics share count unchanged in Q1 2026.
  • Viking Therapeutics made up 0.04% of Ethos Financial Group's portfolio in Q1 2026, its #311 holding.
  • Ethos Financial Group first reported a position in Viking Therapeutics in Q2 2025 and has held it in 4 quarters since.
  • 410 funds tracked by Wall St. Rank held Viking Therapeutics as of Q1 2026.

Based on Ethos Financial Group's 13F filing for Q1 2026, filed 5 May 2026.