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	$789K	Sell	20,219 -185	-0.9%	-$5.98K	0.01%	1372
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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 reduced its Viking Therapeutics (VKTX) stake by 0.91% in Q2 2026, selling an estimated $5.98K and leaving 20,219 shares worth $789K. The position accounts for 0.01% of the portfolio, ranked #1372.

Integrated Wealth Concepts first reported a position in VKTX in Q1 2024 and has held it in 5 quarters since. 436 funds tracked by Wall St. Rank hold VKTX as of Q2 2026.

Integrated Wealth Concepts held 20,219 shares of Viking Therapeutics worth $789K as of Q2 2026.
Integrated Wealth Concepts sold 185 Viking Therapeutics shares in Q2 2026, an estimated $5.98K.
Viking Therapeutics made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1372 holding.
Integrated Wealth Concepts first reported a position in Viking Therapeutics in Q1 2024 and has held it in 5 quarters since.
436 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.