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Lodestone Wealth Management’s Viking Therapeutics VKTX Stock Holding History

Lodestone Wealth Management’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
2026
Q2 		– Sell
-1,105
Closed -$36K – 797
2026
Q1 		$36K Hold
1,105
– – 0.01% 329
2025
Q4 		$38.9K Buy
+1,105
New +$39.2K 0.02% 312

Other funds holding VKTX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Lodestone Wealth Management sold out of Viking Therapeutics (VKTX) in Q2 2026, closing a stake of 1,105 shares — an estimated $36K sold.

Lodestone Wealth Management first reported a position in VKTX in Q4 2025 and held it in 2 quarters. The position peaked at $38.9K in Q4 2025. 432 funds tracked by Wall St. Rank hold VKTX as of Q2 2026.

  • Lodestone Wealth Management reported no remaining Viking Therapeutics position as of Q2 2026 after selling out during the quarter.
  • Lodestone Wealth Management sold 1,105 Viking Therapeutics shares in Q2 2026, an estimated $36K.
  • Lodestone Wealth Management first reported a position in Viking Therapeutics in Q4 2025 and held it in 2 quarters.
  • Lodestone Wealth Management's Viking Therapeutics position peaked at $38.9K in Q4 2025.
  • 432 funds tracked by Wall St. Rank held Viking Therapeutics as of Q2 2026.

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