IFWM
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Institute for Wealth Management’s Viking Therapeutics VKTX Stock Holding History

Institute for Wealth Management’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 		$4.24M Sell
108,643
-60
-0.1% -$1.94K 0.37% 52
2026
Q1 		$3.54M Buy
108,703
+790
+0.7% +$25.4K 0.38% 55
2025
Q4 		$3.8M Buy
107,913
+4,466
+4% +$158K 0.4% 50
2025
Q3 		$2.72M Buy
103,447
+13,070
+14% +$390K 0.28% 71
2025
Q2 		$2.39M Buy
90,377
+40
+0% +$1.05K 0.27% 81
2025
Q1 		$2.18M Buy
90,337
+9,735
+12% +$308K 0.28% 82
2024
Q4 		$3.24M Buy
80,602
+44,365
+122% +$2.53M 0.41% 51
2024
Q3 		$2.29M Buy
36,237
+4,317
+14% +$253K 0.29% 78
2024
Q2 		$1.69M Buy
31,920
+23,340
+272% +$1.53M 0.23% 100
2024
Q1 		$704K Sell
8,580
-3,300
-28% -$147K 0.09% 223
2023
Q4 		$221K Hold
11,880
– – 0.04% 438
2023
Q3 		$132K Sell
11,880
-184
-2% -$2.63K 0.02% 446
2023
Q2 		$196K Sell
12,064
-211
-2% -$4.42K 0.03% 446
2023
Q1 		$204K Hold
12,275
– – 0.04% 430
2022
Q4 		$115K Hold
12,275
– – 0.02% 438
2022
Q3 		$33K Hold
12,275
– – 0.01% 448
2022
Q2 		$35K Hold
12,275
– – 0.01% 528
2022
Q1 		$37K Hold
12,275
– – 0.01% 536
2021
Q4 		$56K Hold
12,275
– – 0.01% 487
2021
Q3 		$77K Sell
12,275
-100
-0.8% -$618 0.01% 476
2021
Q2 		$74K Hold
12,375
– – 0.01% 484
2021
Q1 		$78K Hold
12,375
– – 0.01% 466
2020
Q4 		$70K Buy
12,375
+211
+2% +$1.28K 0.01% 445
2020
Q3 		$71K Buy
12,164
+184
+2% +$1.27K 0.02% 414
2020
Q2 		$86K Hold
11,980
– – 0.02% 420
2020
Q1 		$56K Hold
11,980
– – 0.02% 398
2019
Q4 		$96K Buy
+11,980
New +$87.3K 0.02% 477

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 $3.37T AUM 44.26% 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

Institute for Wealth Management's VKTX Position: Q2 2026 in Review

Institute for Wealth Management reduced its Viking Therapeutics (VKTX) stake by 0.06% in Q2 2026, selling an estimated $1.94K and leaving 108,643 shares worth $4.24M. The position accounts for 0.37% of the portfolio, ranked #52.

Institute for Wealth Management first reported a position in VKTX in Q4 2019 and has held it in 27 quarters since. 432 funds tracked by Wall St. Rank hold VKTX as of Q2 2026.

  • Institute for Wealth Management held 108,643 shares of Viking Therapeutics worth $4.24M as of Q2 2026.
  • Institute for Wealth Management sold 60 Viking Therapeutics shares in Q2 2026, an estimated $1.94K.
  • Viking Therapeutics made up 0.37% of Institute for Wealth Management's portfolio in Q2 2026, its #52 holding.
  • Institute for Wealth Management first reported a position in Viking Therapeutics in Q4 2019 and has held it in 27 quarters since.
  • 432 funds tracked by Wall St. Rank held Viking Therapeutics as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.