OF
VIK icon

Optimize Financial’s Viking Holdings VIK Stock Holding History

Optimize Financial’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 		– Sell
-9,635
Closed -$688K – 481
2025
Q4 		$688K Buy
9,635
+136
+1% +$8.68K 0.35% 69
2025
Q3 		$590K Buy
+9,499
New +$566K 0.31% 74

Other funds holding VIK

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Optimize Financial's VIK Position: Q1 2026 in Review

Optimize Financial sold out of Viking Holdings (VIK) in Q1 2026, closing a stake of 9,635 shares — an estimated $688K sold.

Optimize Financial first reported a position in VIK in Q3 2025 and held it in 2 quarters. The position peaked at $688K in Q4 2025. 504 funds tracked by Wall St. Rank hold VIK as of Q1 2026.

  • Optimize Financial reported no remaining Viking Holdings position as of Q1 2026 after selling out during the quarter.
  • Optimize Financial sold 9,635 Viking Holdings shares in Q1 2026, an estimated $688K.
  • Optimize Financial first reported a position in Viking Holdings in Q3 2025 and held it in 2 quarters.
  • Optimize Financial's Viking Holdings position peaked at $688K in Q4 2025.
  • 504 funds tracked by Wall St. Rank held Viking Holdings as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.