Mount Yale Investment Advisors’s Viking Holdings VIK Stock Holding History

Mount Yale Investment Advisors’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
2026 Q1	$324K	Buy	+4,415	New	+$323K	0.01%	860

Other funds holding VIK

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Mount Yale Investment Advisors's VIK Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Viking Holdings (VIK) in Q1 2026: 4,415 shares worth $324K. The stake represents 0.01% of the portfolio and ranks #860 among its holdings.

506 funds tracked by Wall St. Rank hold VIK as of Q1 2026.

Mount Yale Investment Advisors held 4,415 shares of Viking Holdings worth $324K as of Q1 2026.
Viking Holdings was a new Mount Yale Investment Advisors position in Q1 2026.
Viking Holdings made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #860 holding.
506 funds tracked by Wall St. Rank held Viking Holdings as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.