Montag & Associates’s Viking Holdings VIK Stock Holding History

Montag & Associates’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
2025 Q4	–	Sell	-56	Closed	-$3.48K	–	1180
2025 Q3	$3.48K	Buy	+56	New	+$3.34K	﹤0.01%	855

Other funds holding VIK

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Montag & Associates's VIK Position: Q4 2025 in Review

Montag & Associates sold out of Viking Holdings (VIK) in Q4 2025, closing a stake of 56 shares — an estimated $3.48K sold.

Montag & Associates first reported a position in VIK in Q3 2025 and held it in 1 quarter. The position peaked at $3.48K in Q3 2025. 470 funds tracked by Wall St. Rank hold VIK as of Q4 2025.

Montag & Associates reported no remaining Viking Holdings position as of Q4 2025 after selling out during the quarter.
Montag & Associates sold 56 Viking Holdings shares in Q4 2025, an estimated $3.48K.
Montag & Associates first reported a position in Viking Holdings in Q3 2025 and held it in 1 quarter.
Montag & Associates's Viking Holdings position peaked at $3.48K in Q3 2025.
470 funds tracked by Wall St. Rank held Viking Holdings as of Q4 2025.

Based on Montag & Associates's 13F filing for Q4 2025, filed 2 Feb 2026.