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Gladstone Institutional Advisory’s Viking Therapeutics VKTX Stock Holding History

Gladstone Institutional Advisory’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 		$372K Sell
9,527
-25
-0.3% -$808 0.01% 679
2026
Q1 		$311K Buy
9,552
+1,625
+20% +$52.2K 0.01% 660
2025
Q4 		$279K Buy
+7,927
New +$281K 0.01% 659
2024
Q2 		– Sell
-3,605
Closed -$296K – 697
2024
Q1 		$296K Buy
+3,605
New +$160K 0.02% 532

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

Gladstone Institutional Advisory's VKTX Position: Q2 2026 in Review

Gladstone Institutional Advisory reduced its Viking Therapeutics (VKTX) stake by 0.26% in Q2 2026, selling an estimated $808 and leaving 9,527 shares worth $372K. The position accounts for 0.01% of the portfolio, ranked #679.

Gladstone Institutional Advisory first reported a position in VKTX in Q1 2024 and has held it in 4 quarters since. 436 funds tracked by Wall St. Rank hold VKTX as of Q2 2026.

  • Gladstone Institutional Advisory held 9,527 shares of Viking Therapeutics worth $372K as of Q2 2026.
  • Gladstone Institutional Advisory sold 25 Viking Therapeutics shares in Q2 2026, an estimated $808.
  • Viking Therapeutics made up 0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #679 holding.
  • Gladstone Institutional Advisory first reported a position in Viking Therapeutics in Q1 2024 and has held it in 4 quarters since.
  • 436 funds tracked by Wall St. Rank held Viking Therapeutics as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.