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Morton Brown Family Wealth’s Viking Therapeutics VKTX Stock Holding History

Morton Brown Family Wealth’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 		$17.6K Hold
450
– – ﹤0.01% 169
2026
Q1 		$14.6K Hold
450
– – ﹤0.01% 171
2025
Q4 		$15.8K Hold
450
– – ﹤0.01% 166
2025
Q3 		$11.8K Hold
450
– – ﹤0.01% 178
2025
Q2 		$11.9K Hold
450
– – ﹤0.01% 182
2025
Q1 		$10.9K Buy
450
+150
+50% +$4.74K ﹤0.01% 185
2024
Q4 		$12.1K Hold
300
– – ﹤0.01% 163
2024
Q3 		$19K Hold
300
– – 0.01% 136
2024
Q2 		$15K Hold
300
– – 0.01% 141
2024
Q1 		$24.6K Sell
300
-600
-67% -$26.7K 0.01% 113
2023
Q4 		$16.7K Hold
900
– – 0.01% 152
2023
Q3 		$9.96K Hold
900
– – 0.01% 124
2023
Q2 		$14.6K Hold
900
– – 0.01% 109
2023
Q1 		$15K Hold
900
– – 0.01% 111
2022
Q4 		$8.46K Hold
900
– – 0.01% 117
2022
Q3 		$2K Hold
900
– – ﹤0.01% 181
2022
Q2 		$3K Hold
900
– – ﹤0.01% 185
2022
Q1 		$3K Hold
900
– – ﹤0.01% 123
2021
Q4 		$4K Buy
+900
New +$5.04K ﹤0.01% 143

Other funds holding VKTX

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
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
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
LAM
Lewis Asset Management Lafayette, California $285M AUM 32.52% 1-Year Est. Return
MASM
MH & Associates Securities Management Carlsbad, California $112M AUM
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Morton Brown Family Wealth's VKTX Position: Q2 2026 in Review

Morton Brown Family Wealth held its Viking Therapeutics (VKTX) position steady in Q2 2026 at 450 shares worth $17.6K. The position accounts for ﹤0.01% of the portfolio, ranked #169.

Morton Brown Family Wealth first reported a position in VKTX in Q4 2021 and has held it in 19 quarters since. The position peaked at $24.6K in Q1 2024. 95 funds tracked by Wall St. Rank hold VKTX as of Q2 2026.

  • Morton Brown Family Wealth held 450 shares of Viking Therapeutics worth $17.6K as of Q2 2026.
  • Morton Brown Family Wealth left its Viking Therapeutics share count unchanged in Q2 2026.
  • Viking Therapeutics made up ﹤0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #169 holding.
  • Morton Brown Family Wealth first reported a position in Viking Therapeutics in Q4 2021 and has held it in 19 quarters since.
  • Morton Brown Family Wealth's Viking Therapeutics position peaked at $24.6K in Q1 2024.
  • 95 funds tracked by Wall St. Rank held Viking Therapeutics as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.