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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
Q2 		$454K Sell
4,333
-82
-2% -$7.09K 0.01% 815
2026
Q1 		$324K Buy
+4,415
New +$323K 0.01% 860

Other funds holding VIK

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mount Yale Investment Advisors's VIK Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Viking Holdings (VIK) stake by 1.9% in Q2 2026, selling an estimated $7.09K and leaving 4,333 shares worth $454K. The position accounts for 0.01% of the portfolio, ranked #815.

Mount Yale Investment Advisors first reported a position in VIK in Q1 2026 and has held it in 2 quarters since. 614 funds tracked by Wall St. Rank hold VIK as of Q2 2026.

  • Mount Yale Investment Advisors held 4,333 shares of Viking Holdings worth $454K as of Q2 2026.
  • Mount Yale Investment Advisors sold 82 Viking Holdings shares in Q2 2026, an estimated $7.09K.
  • Viking Holdings made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #815 holding.
  • Mount Yale Investment Advisors first reported a position in Viking Holdings in Q1 2026 and has held it in 2 quarters since.
  • 614 funds tracked by Wall St. Rank held Viking Holdings as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.