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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
Q2 		$786K Buy
20,157
+6,145
+44% +$198K 0.05% 266
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

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

Ethos Financial Group's VKTX Position: Q2 2026 in Review

Ethos Financial Group increased its Viking Therapeutics (VKTX) stake by 44% in Q2 2026, buying an estimated $198K and bringing the position to 20,157 shares worth $786K. The position accounts for 0.05% of the portfolio, ranked #266.

Ethos Financial Group first reported a position in VKTX in Q2 2025 and has held it in 5 quarters since. 436 funds tracked by Wall St. Rank hold VKTX as of Q2 2026.

  • Ethos Financial Group held 20,157 shares of Viking Therapeutics worth $786K as of Q2 2026.
  • Ethos Financial Group bought 6,145 Viking Therapeutics shares in Q2 2026, an estimated $198K.
  • Viking Therapeutics made up 0.05% of Ethos Financial Group's portfolio in Q2 2026, its #266 holding.
  • Ethos Financial Group first reported a position in Viking Therapeutics in Q2 2025 and has held it in 5 quarters since.
  • 436 funds tracked by Wall St. Rank held Viking Therapeutics as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.