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Mount Yale Investment Advisors’s Viking Therapeutics VKTX Stock Holding History

Mount Yale Investment Advisors’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
2025
Q3 		– Sell
-1,110
Closed -$29.4K – 1570
2025
Q2 		$29.4K Buy
+1,110
New +$29.2K ﹤0.01% 958
2018
Q4 		– Sell
-761
Closed -$11K – 771
2018
Q3 		$11K Buy
+761
New +$9.06K ﹤0.01% 852

Other funds holding VKTX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Mount Yale Investment Advisors's VKTX Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Viking Therapeutics (VKTX) in Q3 2025, closing a stake of 1,110 shares — an estimated $29.4K sold.

Mount Yale Investment Advisors first reported a position in VKTX in Q3 2018 and held it in 2 quarters. The position peaked at $29.4K in Q2 2025. 370 funds tracked by Wall St. Rank hold VKTX as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Viking Therapeutics position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 1,110 Viking Therapeutics shares in Q3 2025, an estimated $29.4K.
  • Mount Yale Investment Advisors first reported a position in Viking Therapeutics in Q3 2018 and held it in 2 quarters.
  • Mount Yale Investment Advisors's Viking Therapeutics position peaked at $29.4K in Q2 2025.
  • 370 funds tracked by Wall St. Rank held Viking Therapeutics as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.