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GoalVest Advisory’s Viking Therapeutics VKTX Stock Holding History

GoalVest 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 		$7.8K Buy
200
+50
+33% +$1.61K ﹤0.01% 360
2026
Q1 		$4.88K Hold
150
– – ﹤0.01% 393
2025
Q4 		$5.28K Buy
+150
New +$5.32K ﹤0.01% 471

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

GoalVest Advisory's VKTX Position: Q2 2026 in Review

GoalVest Advisory increased its Viking Therapeutics (VKTX) stake by 33% in Q2 2026, buying an estimated $1.61K and bringing the position to 200 shares worth $7.8K. The position accounts for ﹤0.01% of the portfolio, ranked #360.

GoalVest Advisory first reported a position in VKTX in Q4 2025 and has held it in 3 quarters since. 436 funds tracked by Wall St. Rank hold VKTX as of Q2 2026.

  • GoalVest Advisory held 200 shares of Viking Therapeutics worth $7.8K as of Q2 2026.
  • GoalVest Advisory bought 50 Viking Therapeutics shares in Q2 2026, an estimated $1.61K.
  • Viking Therapeutics made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #360 holding.
  • GoalVest Advisory first reported a position in Viking Therapeutics in Q4 2025 and has held it in 3 quarters since.
  • 436 funds tracked by Wall St. Rank held Viking Therapeutics as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.