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LRI Investments’s Viking Therapeutics VKTX Stock Holding History

LRI Investments’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
-15
Closed -$488 – 2010
2026
Q1 		$488 Buy
+15
New +$482 ﹤0.01% 1378
2025
Q1 		– Sell
-40
Closed -$1.6K – 1252
2024
Q4 		$1.6K Buy
40
+21
+111% +$1.2K ﹤0.01% 1089
2024
Q3 		$993 Hold
19
– – ﹤0.01% 1100
2024
Q2 		$982 Buy
+19
New +$1.25K ﹤0.01% 1096

Other funds holding VKTX

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
ACM
ACT Capital Management Wayne, Pennsylvania $153M AUM
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return
QPW
Quantum Private Wealth Tampa, Florida $390M AUM 58.18% 1-Year Est. Return
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

LRI Investments's VKTX Position: Q2 2026 in Review

LRI Investments sold out of Viking Therapeutics (VKTX) in Q2 2026, closing a stake of 15 shares — an estimated $488 sold.

LRI Investments first reported a position in VKTX in Q2 2024 and held it in 4 quarters. The position peaked at $1.6K in Q4 2024. 119 funds tracked by Wall St. Rank hold VKTX as of Q2 2026.

  • LRI Investments reported no remaining Viking Therapeutics position as of Q2 2026 after selling out during the quarter.
  • LRI Investments sold 15 Viking Therapeutics shares in Q2 2026, an estimated $488.
  • LRI Investments first reported a position in Viking Therapeutics in Q2 2024 and held it in 4 quarters.
  • LRI Investments's Viking Therapeutics position peaked at $1.6K in Q4 2024.
  • 119 funds tracked by Wall St. Rank held Viking Therapeutics as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.