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Keudell/Morrison Wealth Management’s Viking Therapeutics VKTX Stock Holding History

Keudell/Morrison 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
2026
Q2 		$252K Sell
6,450
-200
-3% -$6.46K 0.05% 221
2026
Q1 		$216K Buy
6,650
+700
+12% +$22.5K 0.04% 224
2025
Q4 		$209K Buy
+5,950
New +$211K 0.04% 220
2024
Q4 		– Sell
-4,306
Closed -$273K – 235
2024
Q3 		$273K Buy
4,306
+241
+6% +$14.1K 0.07% 172
2024
Q2 		$215K Buy
4,065
+1,045
+35% +$68.5K 0.06% 190
2024
Q1 		$248K Buy
+3,020
New +$134K 0.08% 178

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

Keudell/Morrison Wealth Management's VKTX Position: Q2 2026 in Review

Keudell/Morrison Wealth Management reduced its Viking Therapeutics (VKTX) stake by 3% in Q2 2026, selling an estimated $6.46K and leaving 6,450 shares worth $252K. The position accounts for 0.05% of the portfolio, ranked #221.

Keudell/Morrison Wealth Management first reported a position in VKTX in Q1 2024 and has held it in 6 quarters since. The position peaked at $273K in Q3 2024. 436 funds tracked by Wall St. Rank hold VKTX as of Q2 2026.

  • Keudell/Morrison Wealth Management held 6,450 shares of Viking Therapeutics worth $252K as of Q2 2026.
  • Keudell/Morrison Wealth Management sold 200 Viking Therapeutics shares in Q2 2026, an estimated $6.46K.
  • Viking Therapeutics made up 0.05% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #221 holding.
  • Keudell/Morrison Wealth Management first reported a position in Viking Therapeutics in Q1 2024 and has held it in 6 quarters since.
  • Keudell/Morrison Wealth Management's Viking Therapeutics position peaked at $273K in Q3 2024.
  • 436 funds tracked by Wall St. Rank held Viking Therapeutics as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.