Golden State Wealth Management’s Viking Holdings VIK Stock Holding History

Golden State Wealth Management’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	$218K	Hold	2,085	–	–	0.02%	404
2026 Q1	$153K	Buy	2,085 +18	+0.9%	+$1.31K	0.02%	417
2025 Q4	$148K	Hold	2,067	–	–	0.02%	439
2025 Q3	$128K	Buy	2,067 +85	+4%	+$5.07K	0.01%	450
2025 Q2	$106K	Buy	1,982 +332	+20%	+$14.7K	0.01%	465
2025 Q1	$65.6K	Hold	1,650	–	–	0.01%	534
2024 Q4	$72.7K	Buy	+1,650	New	+$70K	0.01%	499

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

Golden State Wealth Management's VIK Position: Q2 2026 in Review

Golden State Wealth Management held its Viking Holdings (VIK) position steady in Q2 2026 at 2,085 shares worth $218K. The position accounts for 0.02% of the portfolio, ranked #404.

Golden State Wealth Management first reported a position in VIK in Q4 2024 and has held it in 7 quarters since. 609 funds tracked by Wall St. Rank hold VIK as of Q2 2026.

Golden State Wealth Management held 2,085 shares of Viking Holdings worth $218K as of Q2 2026.
Golden State Wealth Management left its Viking Holdings share count unchanged in Q2 2026.
Viking Holdings made up 0.02% of Golden State Wealth Management's portfolio in Q2 2026, its #404 holding.
Golden State Wealth Management first reported a position in Viking Holdings in Q4 2024 and has held it in 7 quarters since.
609 funds tracked by Wall St. Rank held Viking Holdings as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.