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Integrated Wealth Concepts’s Viking Therapeutics VKTX Stock Holding History

Integrated Wealth Concepts’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 		$806K Buy
20,669
+265
+1% +$8.56K ﹤0.01% 1474
2026
Q1 		$664K Buy
+20,404
New +$656K 0.01% 1371
2025
Q2 		– Sell
-9,533
Closed -$230K – 2009
2025
Q1 		$230K Buy
+9,533
New +$301K ﹤0.01% 1555
2024
Q4 		– Sell
-4,862
Closed -$308K – 1788
2024
Q3 		$308K Buy
+4,862
New +$285K ﹤0.01% 1323
2024
Q2 		– Sell
-3,456
Closed -$283K – 1718
2024
Q1 		$283K Buy
+3,456
New +$154K ﹤0.01% 1349

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

Integrated Wealth Concepts's VKTX Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Viking Therapeutics (VKTX) stake by 1.3% in Q2 2026, buying an estimated $8.56K and bringing the position to 20,669 shares worth $806K. The position accounts for ﹤0.01% of the portfolio, ranked #1474.

Integrated Wealth Concepts first reported a position in VKTX in Q1 2024 and has held it in 5 quarters since. 432 funds tracked by Wall St. Rank hold VKTX as of Q2 2026.

  • Integrated Wealth Concepts held 20,669 shares of Viking Therapeutics worth $806K as of Q2 2026.
  • Integrated Wealth Concepts bought 265 Viking Therapeutics shares in Q2 2026, an estimated $8.56K.
  • Viking Therapeutics made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1474 holding.
  • Integrated Wealth Concepts first reported a position in Viking Therapeutics in Q1 2024 and has held it in 5 quarters since.
  • 432 funds tracked by Wall St. Rank held Viking Therapeutics as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.