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Legacy Wealth Asset Management’s Viking Holdings VIK Stock Holding History

Legacy Wealth Asset 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
Q2 		$604K Sell
5,767
-129
-2% -$11.2K 0.13% 233
2026
Q1 		$433K Buy
5,896
+116
+2% +$8.48K 0.11% 281
2025
Q4 		$413K Buy
5,780
+187
+3% +$11.9K 0.1% 285
2025
Q3 		$348K Buy
+5,593
New +$334K 0.08% 302

Other funds holding VIK

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Legacy Wealth Asset Management's VIK Position: Q2 2026 in Review

Legacy Wealth Asset Management reduced its Viking Holdings (VIK) stake by 2.2% in Q2 2026, selling an estimated $11.2K and leaving 5,767 shares worth $604K. The position accounts for 0.13% of the portfolio, ranked #233.

Legacy Wealth Asset Management first reported a position in VIK in Q3 2025 and has held it in 4 quarters since. 610 funds tracked by Wall St. Rank hold VIK as of Q2 2026.

  • Legacy Wealth Asset Management held 5,767 shares of Viking Holdings worth $604K as of Q2 2026.
  • Legacy Wealth Asset Management sold 129 Viking Holdings shares in Q2 2026, an estimated $11.2K.
  • Viking Holdings made up 0.13% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #233 holding.
  • Legacy Wealth Asset Management first reported a position in Viking Holdings in Q3 2025 and has held it in 4 quarters since.
  • 610 funds tracked by Wall St. Rank held Viking Holdings as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.