Level Four Advisory Services’s Viking Therapeutics VKTX Stock Holding History

Level Four Advisory Services’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 Q2	–	Sell	-8,327	Closed	-$201K	–	816
2025 Q1	$201K	Buy	8,327 +925	+12%	+$29.2K	0.01%	719
2024 Q4	$298K	Buy	7,402 +174	+2%	+$9.92K	0.01%	628
2024 Q3	$524K	Sell	7,228 -5,206	-42%	-$305K	0.02%	497
2024 Q2	$659K	Sell	12,434 -19,762	-61%	-$1.3M	0.03%	422
2024 Q1	$599K	Buy	32,196 +822	+3%	+$36.6K	0.03%	420
2023 Q4	$584K	Buy	31,374 +14,638	+87%	+$191K	0.03%	424
2023 Q3	$185K	Sell	16,736 -34,206	-67%	-$489K	0.01%	691
2023 Q2	$826K	Buy	50,942 +39,342	+339%	+$824K	0.05%	333
2023 Q1	$193K	Buy	+11,600	New	+$120K	0.01%	702

Other funds holding VKTX

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 New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pictet Asset Management

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM