JRPIM
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Journey Retirement Planning & Investment Management’s Viking Holdings VIK Stock Holding History

Journey Retirement Planning & Investment Management’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 		– Sell
-4,317
Closed -$308K – 251
2025
Q4 		$308K Buy
+4,317
New +$275K 0.06% 196

Other funds holding VIK

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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 $69.6B AUM 42.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Journey Retirement Planning & Investment Management's VIK Position: Q1 2026 in Review

Journey Retirement Planning & Investment Management sold out of Viking Holdings (VIK) in Q1 2026, closing a stake of 4,317 shares — an estimated $308K sold.

Journey Retirement Planning & Investment Management first reported a position in VIK in Q4 2025 and held it in 1 quarter. The position peaked at $308K in Q4 2025. 507 funds tracked by Wall St. Rank hold VIK as of Q1 2026.

  • Journey Retirement Planning & Investment Management reported no remaining Viking Holdings position as of Q1 2026 after selling out during the quarter.
  • Journey Retirement Planning & Investment Management sold 4,317 Viking Holdings shares in Q1 2026, an estimated $308K.
  • Journey Retirement Planning & Investment Management first reported a position in Viking Holdings in Q4 2025 and held it in 1 quarter.
  • Journey Retirement Planning & Investment Management's Viking Holdings position peaked at $308K in Q4 2025.
  • 507 funds tracked by Wall St. Rank held Viking Holdings as of Q1 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q1 2026, filed 15 May 2026.