N.E.W. Advisory Services’s Viking Holdings VIK Stock Holding History

N.E.W. Advisory Services’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	$52.3K	Hold	500	–	–	﹤0.01%	371
2026 Q1	$36.7K	Hold	500	–	–	﹤0.01%	409
2025 Q4	$35.7K	Hold	500	–	–	﹤0.01%	404
2025 Q3	$31.1K	Hold	500	–	–	﹤0.01%	388
2025 Q2	$26.6K	Hold	500	–	–	﹤0.01%	408
2025 Q1	$19.9K	Buy	+500	New	+$23.1K	﹤0.01%	496

Other funds holding VIK

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

N.E.W. Advisory Services's VIK Position: Q2 2026 in Review

N.E.W. Advisory Services held its Viking Holdings (VIK) position steady in Q2 2026 at 500 shares worth $52.3K. The position accounts for ﹤0.01% of the portfolio, ranked #371.

N.E.W. Advisory Services first reported a position in VIK in Q1 2025 and has held it in 6 quarters since. 609 funds tracked by Wall St. Rank hold VIK as of Q2 2026.

N.E.W. Advisory Services held 500 shares of Viking Holdings worth $52.3K as of Q2 2026.
N.E.W. Advisory Services left its Viking Holdings share count unchanged in Q2 2026.
Viking Holdings made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #371 holding.
N.E.W. Advisory Services first reported a position in Viking Holdings in Q1 2025 and has held it in 6 quarters since.
609 funds tracked by Wall St. Rank held Viking Holdings as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.