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Integrated Wealth Concepts’s Viking Holdings VIK Stock Holding History

Integrated Wealth Concepts’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
Q1 		$1.7M Buy
23,082
+8,109
+54% +$593K 0.01% 830
2025
Q4 		$1.07M Buy
14,973
+9,261
+162% +$591K 0.01% 745
2025
Q3 		$355K Buy
+5,712
New +$341K ﹤0.01% 1541
2025
Q1 		– Sell
-4,578
Closed -$202K – 1846
2024
Q4 		$202K Buy
+4,578
New +$194K ﹤0.01% 1598

Other funds holding VIK

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Integrated Wealth Concepts's VIK Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Viking Holdings (VIK) stake by 54% in Q1 2026, buying an estimated $593K and bringing the position to 23,082 shares worth $1.7M. The position accounts for 0.01% of the portfolio, ranked #830.

Integrated Wealth Concepts first reported a position in VIK in Q4 2024 and has held it in 4 quarters since. 504 funds tracked by Wall St. Rank hold VIK as of Q1 2026.

  • Integrated Wealth Concepts held 23,082 shares of Viking Holdings worth $1.7M as of Q1 2026.
  • Integrated Wealth Concepts bought 8,109 Viking Holdings shares in Q1 2026, an estimated $593K.
  • Viking Holdings made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #830 holding.
  • Integrated Wealth Concepts first reported a position in Viking Holdings in Q4 2024 and has held it in 4 quarters since.
  • 504 funds tracked by Wall St. Rank held Viking Holdings as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.