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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
2025
Q4 		– Sell
-400
Closed -$10.5K – 588
2025
Q3 		$10.5K Buy
+400
New +$11.9K ﹤0.01% 558

Other funds holding VKTX

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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
TGY2IT
Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $510M AUM
ACM
ACT Capital Management Wayne, Pennsylvania $153M AUM

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. 204 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.
  • 204 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.