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Legend Financial Advisors’s Viking Therapeutics VKTX Stock Holding History

Legend Financial Advisors’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
2025
Q3 		– Sell
-100
Closed -$2.65K – 158
2025
Q2 		$2.65K Buy
+100
New +$2.63K ﹤0.01% 152
2025
Q1 		– Sell
-100
Closed -$4.02K – 242
2024
Q4 		$4.02K Buy
+100
New +$5.7K ﹤0.01% 168

Other funds holding VKTX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Legend Financial Advisors's VKTX Position: Q3 2025 in Review

Legend Financial Advisors sold out of Viking Therapeutics (VKTX) in Q3 2025, closing a stake of 100 shares — an estimated $2.65K sold.

Legend Financial Advisors first reported a position in VKTX in Q4 2024 and held it in 2 quarters. The position peaked at $4.02K in Q4 2024. 370 funds tracked by Wall St. Rank hold VKTX as of Q3 2025.

  • Legend Financial Advisors reported no remaining Viking Therapeutics position as of Q3 2025 after selling out during the quarter.
  • Legend Financial Advisors sold 100 Viking Therapeutics shares in Q3 2025, an estimated $2.65K.
  • Legend Financial Advisors first reported a position in Viking Therapeutics in Q4 2024 and held it in 2 quarters.
  • Legend Financial Advisors's Viking Therapeutics position peaked at $4.02K in Q4 2024.
  • 370 funds tracked by Wall St. Rank held Viking Therapeutics as of Q3 2025.

Based on Legend Financial Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.