Heritage Trust’s Viking Holdings VIK Stock Holding History

Heritage Trust’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 Q3	$917K	Buy	+11,701	New	+$1.1M	0.08%	183

Other funds holding VIK

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return

Heritage Trust's VIK Position: Q3 2026 in Review

Heritage Trust opened a new position in Viking Holdings (VIK) in Q3 2026: 11,701 shares worth $917K. The stake represents 0.08% of the portfolio and ranks #183 among its holdings.

346 funds tracked by Wall St. Rank hold VIK as of Q3 2026.

Heritage Trust held 11,701 shares of Viking Holdings worth $917K as of Q3 2026.
Viking Holdings was a new Heritage Trust position in Q3 2026.
Viking Holdings made up 0.08% of Heritage Trust's portfolio in Q3 2026, its #183 holding.
346 funds tracked by Wall St. Rank held Viking Holdings as of Q3 2026.

Based on Heritage Trust's 13F filing for Q3 2026, filed 9 Nov 2026.