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EverSource Wealth Advisors’s Viking Therapeutics VKTX Stock Holding History

EverSource Wealth Advisors’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 		$6.67K Sell
171
-323
-65% -$10.4K ﹤0.01% 3139
2026
Q1 		$16.1K Buy
494
+267
+118% +$8.58K ﹤0.01% 2639
2025
Q4 		$7.99K Buy
227
+190
+514% +$6.73K ﹤0.01% 2915
2025
Q3 		$972 Sell
37
-61
-62% -$1.82K ﹤0.01% 3768
2025
Q2 		$2.6K Sell
98
-329
-77% -$8.66K ﹤0.01% 3416
2025
Q1 		$10.3K Buy
427
+354
+485% +$11.2K ﹤0.01% 2095
2024
Q4 		$2.94K Buy
73
+2
+3% +$114 ﹤0.01% 2566
2024
Q3 		$4.5K Buy
71
+9
+15% +$528 ﹤0.01% 2269
2024
Q2 		$3.53K Buy
62
+10
+19% +$656 ﹤0.01% 2343
2024
Q1 		$4.14K Buy
+52
New +$2.31K ﹤0.01% 2135

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 $3.37T AUM 44.26% 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

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

EverSource Wealth Advisors reduced its Viking Therapeutics (VKTX) stake by 65% in Q2 2026, selling an estimated $10.4K and leaving 171 shares worth $6.67K. The position accounts for ﹤0.01% of the portfolio, ranked #3139.

EverSource Wealth Advisors first reported a position in VKTX in Q1 2024 and has held it in 10 quarters since. The position peaked at $16.1K in Q1 2026. 432 funds tracked by Wall St. Rank hold VKTX as of Q2 2026.

  • EverSource Wealth Advisors held 171 shares of Viking Therapeutics worth $6.67K as of Q2 2026.
  • EverSource Wealth Advisors sold 323 Viking Therapeutics shares in Q2 2026, an estimated $10.4K.
  • Viking Therapeutics made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3139 holding.
  • EverSource Wealth Advisors first reported a position in Viking Therapeutics in Q1 2024 and has held it in 10 quarters since.
  • EverSource Wealth Advisors's Viking Therapeutics position peaked at $16.1K in Q1 2026.
  • 432 funds tracked by Wall St. Rank held Viking Therapeutics as of Q2 2026.

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