HWM
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HB Wealth Management’s Viking Holdings VIK Stock Holding History

HB 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 		$1.61M Buy
15,409
+4,488
+41% +$388K 0.01% 541
2026
Q1 		$802K Buy
10,921
+4,657
+74% +$340K 0.01% 757
2025
Q4 		$447K Buy
6,264
+2,741
+78% +$175K ﹤0.01% 952
2025
Q3 		$219K Buy
+3,523
New +$210K ﹤0.01% 1230

Other funds holding VIK

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

HB Wealth Management's VIK Position: Q2 2026 in Review

HB Wealth Management increased its Viking Holdings (VIK) stake by 41% in Q2 2026, buying an estimated $388K and bringing the position to 15,409 shares worth $1.61M. The position accounts for 0.01% of the portfolio, ranked #541.

HB Wealth Management first reported a position in VIK in Q3 2025 and has held it in 4 quarters since. 610 funds tracked by Wall St. Rank hold VIK as of Q2 2026.

  • HB Wealth Management held 15,409 shares of Viking Holdings worth $1.61M as of Q2 2026.
  • HB Wealth Management bought 4,488 Viking Holdings shares in Q2 2026, an estimated $388K.
  • Viking Holdings made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #541 holding.
  • HB Wealth Management first reported a position in Viking Holdings in Q3 2025 and has held it in 4 quarters since.
  • 610 funds tracked by Wall St. Rank held Viking Holdings as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.