Kovitz Investment Group Partners
VIK icon

Kovitz Investment Group Partners’s Viking Holdings VIK Stock Holding History

Kovitz Investment Group Partners’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
2025
Q4 		– Sell
-208,915
Closed -$13M – 1383
2025
Q3 		$13M Sell
208,915
-1,579
-0.8% -$94.2K 0.05% 280
2025
Q2 		$11.2M Buy
210,494
+9,957
+5% +$440K 0.05% 284
2025
Q1 		$7.97M Buy
200,537
+50,790
+34% +$2.34M 0.04% 311
2024
Q4 		$6.6M Buy
+149,747
New +$6.35M 0.03% 347

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 $181B AUM 41.77% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Kovitz Investment Group Partners's VIK Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Viking Holdings (VIK) in Q4 2025, closing a stake of 208,915 shares — an estimated $13M sold.

Kovitz Investment Group Partners first reported a position in VIK in Q4 2024 and held it in 4 quarters. The position peaked at $13M in Q3 2025. 470 funds tracked by Wall St. Rank hold VIK as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Viking Holdings position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 208,915 Viking Holdings shares in Q4 2025, an estimated $13M.
  • Kovitz Investment Group Partners first reported a position in Viking Holdings in Q4 2024 and held it in 4 quarters.
  • Kovitz Investment Group Partners's Viking Holdings position peaked at $13M in Q3 2025.
  • 470 funds tracked by Wall St. Rank held Viking Holdings as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.