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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
Q2 		$253K Buy
6,489
+304
+5% +$9.82K 0.01% 887
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

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 $3.38T AUM 44.17% 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

Independent Advisor Alliance's VKTX Position: Q2 2026 in Review

Independent Advisor Alliance increased its Viking Therapeutics (VKTX) stake by 4.9% in Q2 2026, buying an estimated $9.82K and bringing the position to 6,489 shares worth $253K. The position accounts for 0.01% of the portfolio, ranked #887.

Independent Advisor Alliance first reported a position in VKTX in Q1 2024 and has held it in 9 quarters since. The position peaked at $358K in Q4 2025. 436 funds tracked by Wall St. Rank hold VKTX as of Q2 2026.

  • Independent Advisor Alliance held 6,489 shares of Viking Therapeutics worth $253K as of Q2 2026.
  • Independent Advisor Alliance bought 304 Viking Therapeutics shares in Q2 2026, an estimated $9.82K.
  • Viking Therapeutics made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #887 holding.
  • Independent Advisor Alliance first reported a position in Viking Therapeutics in Q1 2024 and has held it in 9 quarters since.
  • Independent Advisor Alliance's Viking Therapeutics position peaked at $358K in Q4 2025.
  • 436 funds tracked by Wall St. Rank held Viking Therapeutics as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.