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Montag & Associates’s Viking Therapeutics VKTX Stock Holding History

Montag & Associates’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 		$196K Hold
5,013
– – 0.01% 425
2026
Q1 		$163K Hold
5,013
– – 0.01% 450
2025
Q4 		$176K Sell
5,013
-1,607
-24% -$56.9K 0.01% 428
2025
Q3 		$174K Buy
6,620
+400
+6% +$11.9K 0.01% 417
2025
Q2 		$165K Buy
6,220
+358
+6% +$9.42K 0.01% 422
2025
Q1 		$142K Sell
5,862
-5,039
-46% -$159K 0.01% 447
2024
Q4 		$439K Buy
10,901
+807
+8% +$46K 0.02% 333
2024
Q3 		$639K Buy
10,094
+2,283
+29% +$134K 0.03% 298
2024
Q2 		$414K Hold
7,811
– – 0.02% 329
2024
Q1 		$641K Buy
7,811
+3,856
+97% +$172K 0.03% 293
2023
Q4 		$73.6K Hold
3,955
– – ﹤0.01% 512
2023
Q3 		$43.8K Hold
3,955
– – ﹤0.01% 577
2023
Q2 		$64.1K Hold
3,955
– – ﹤0.01% 523
2023
Q1 		$65.9K Buy
3,955
+1,400
+55% +$14.5K ﹤0.01% 507
2022
Q4 		$24K Buy
2,555
+1,905
+293% +$8.5K ﹤0.01% 644
2022
Q3 		$2K Hold
650
– – ﹤0.01% 821
2022
Q2 		$2K Hold
650
– – ﹤0.01% 775
2022
Q1 		$2K Hold
650
– – ﹤0.01% 794
2021
Q4 		$3K Hold
650
– – ﹤0.01% 788
2021
Q3 		$4K Hold
650
– – ﹤0.01% 775
2021
Q2 		$4K Hold
650
– – ﹤0.01% 769
2021
Q1 		$4K Hold
650
– – ﹤0.01% 774
2020
Q4 		$4K Buy
+650
New +$3.94K ﹤0.01% 755

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

Montag & Associates's VKTX Position: Q2 2026 in Review

Montag & Associates held its Viking Therapeutics (VKTX) position steady in Q2 2026 at 5,013 shares worth $196K. The position accounts for 0.01% of the portfolio, ranked #425.

Montag & Associates first reported a position in VKTX in Q4 2020 and has held it in 23 quarters since. The position peaked at $641K in Q1 2024. 432 funds tracked by Wall St. Rank hold VKTX as of Q2 2026.

  • Montag & Associates held 5,013 shares of Viking Therapeutics worth $196K as of Q2 2026.
  • Montag & Associates left its Viking Therapeutics share count unchanged in Q2 2026.
  • Viking Therapeutics made up 0.01% of Montag & Associates's portfolio in Q2 2026, its #425 holding.
  • Montag & Associates first reported a position in Viking Therapeutics in Q4 2020 and has held it in 23 quarters since.
  • Montag & Associates's Viking Therapeutics position peaked at $641K in Q1 2024.
  • 432 funds tracked by Wall St. Rank held Viking Therapeutics as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.