LWM
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Lodestone Wealth Management’s Viking Holdings VIK Stock Holding History

Lodestone Wealth 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 		$34.3K Hold
328
– – 0.01% 347
2026
Q1 		$24.1K Hold
328
– – 0.01% 389
2025
Q4 		$23.4K Buy
+328
New +$20.9K 0.01% 387

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

Lodestone Wealth Management's VIK Position: Q2 2026 in Review

Lodestone Wealth Management held its Viking Holdings (VIK) position steady in Q2 2026 at 328 shares worth $34.3K. The position accounts for 0.01% of the portfolio, ranked #347.

Lodestone Wealth Management first reported a position in VIK in Q4 2025 and has held it in 3 quarters since. 609 funds tracked by Wall St. Rank hold VIK as of Q2 2026.

  • Lodestone Wealth Management held 328 shares of Viking Holdings worth $34.3K as of Q2 2026.
  • Lodestone Wealth Management left its Viking Holdings share count unchanged in Q2 2026.
  • Viking Holdings made up 0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #347 holding.
  • Lodestone Wealth Management first reported a position in Viking Holdings in Q4 2025 and has held it in 3 quarters since.
  • 609 funds tracked by Wall St. Rank held Viking Holdings as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.