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Independent Advisor Alliance’s Viking Therapeutics VKTX Stock Holding History

Independent Advisor Alliance’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
Q1 		$201K Sell
6,185
-3,997
-39% -$128K ﹤0.01% 1499
2025
Q4 		$358K Sell
10,182
-818
-7% -$29K 0.01% 742
2025
Q3 		$289K Buy
11,000
+1,129
+11% +$33.7K 0.01% 780
2025
Q2 		$262K Buy
+9,871
New +$260K 0.01% 759
2025
Q1 		– Sell
-6,940
Closed -$279K – 1349
2024
Q4 		$279K Buy
6,940
+1,890
+37% +$108K ﹤0.01% 1161
2024
Q3 		$320K Buy
5,050
+828
+20% +$48.6K 0.01% 548
2024
Q2 		$224K Buy
4,222
+1,322
+46% +$86.7K 0.01% 645
2024
Q1 		$238K Buy
+2,900
New +$129K 0.01% 622

Other funds holding VKTX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Independent Advisor Alliance's VKTX Position: Q1 2026 in Review

Independent Advisor Alliance reduced its Viking Therapeutics (VKTX) stake by 39% in Q1 2026, selling an estimated $128K and leaving 6,185 shares worth $201K. The position accounts for ﹤0.01% of the portfolio, ranked #1499.

Independent Advisor Alliance first reported a position in VKTX in Q1 2024 and has held it in 8 quarters since. The position peaked at $358K in Q4 2025. 410 funds tracked by Wall St. Rank hold VKTX as of Q1 2026.

  • Independent Advisor Alliance held 6,185 shares of Viking Therapeutics worth $201K as of Q1 2026.
  • Independent Advisor Alliance sold 3,997 Viking Therapeutics shares in Q1 2026, an estimated $128K.
  • Viking Therapeutics made up ﹤0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1499 holding.
  • Independent Advisor Alliance first reported a position in Viking Therapeutics in Q1 2024 and has held it in 8 quarters since.
  • Independent Advisor Alliance's Viking Therapeutics position peaked at $358K in Q4 2025.
  • 410 funds tracked by Wall St. Rank held Viking Therapeutics as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.