EverSource Wealth Advisors’s Viking Holdings VIK Stock Holding History

EverSource Wealth Advisors’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	$533K	Buy	5,094 +471	+10%	+$40.8K	0.02%	540
2026 Q1	$340K	Buy	4,623 +1,784	+63%	+$130K	0.01%	785
2025 Q4	$203K	Buy	2,839 +2,773	+4,202%	+$177K	0.01%	941
2025 Q3	$4.1K	Sell	66 -23	-26%	-$1.37K	﹤0.01%	3240
2025 Q2	$4.74K	Sell	89 -400	-82%	-$17.7K	﹤0.01%	3182
2025 Q1	$19.4K	Buy	489 +11	+2%	+$507	﹤0.01%	1697
2024 Q4	$21.1K	Buy	478 +413	+635%	+$17.5K	﹤0.01%	1594
2024 Q3	$2.27K	Buy	+65	New	+$2.22K	﹤0.01%	2510

Other funds holding VIK

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

EverSource Wealth Advisors's VIK Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Viking Holdings (VIK) stake by 10% in Q2 2026, buying an estimated $40.8K and bringing the position to 5,094 shares worth $533K. The position accounts for 0.02% of the portfolio, ranked #540.

EverSource Wealth Advisors first reported a position in VIK in Q3 2024 and has held it in 8 quarters since. 610 funds tracked by Wall St. Rank hold VIK as of Q2 2026.

EverSource Wealth Advisors held 5,094 shares of Viking Holdings worth $533K as of Q2 2026.
EverSource Wealth Advisors bought 471 Viking Holdings shares in Q2 2026, an estimated $40.8K.
Viking Holdings made up 0.02% of EverSource Wealth Advisors's portfolio in Q2 2026, its #540 holding.
EverSource Wealth Advisors first reported a position in Viking Holdings in Q3 2024 and has held it in 8 quarters since.
610 funds tracked by Wall St. Rank held Viking Holdings as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.