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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 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. 436 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.
436 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.