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Optimum Investment Advisors’s Viking Holdings VIK Stock Holding History

Optimum 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
2025
Q3 		$26.5K Hold
427
– – 0.01% 414
2025
Q2 		$22.8K Hold
427
– – 0.01% 426
2025
Q1 		$17K Hold
427
– – 0.01% 459
2024
Q4 		$18.8K Hold
427
– – 0.01% 441
2024
Q3 		$14.9K Hold
427
– – 0.01% 486
2024
Q2 		$14.5K Buy
+427
New +$12.9K 0.01% 483

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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

Optimum Investment Advisors's VIK Position: Q3 2025 in Review

Optimum Investment Advisors held its Viking Holdings (VIK) position steady in Q3 2025 at 427 shares worth $26.5K. The position accounts for 0.01% of the portfolio, ranked #414.

Optimum Investment Advisors first reported a position in VIK in Q2 2024 and has held it in 6 quarters since. 373 funds tracked by Wall St. Rank hold VIK as of Q3 2025.

  • Optimum Investment Advisors held 427 shares of Viking Holdings worth $26.5K as of Q3 2025.
  • Optimum Investment Advisors left its Viking Holdings share count unchanged in Q3 2025.
  • Viking Holdings made up 0.01% of Optimum Investment Advisors's portfolio in Q3 2025, its #414 holding.
  • Optimum Investment Advisors first reported a position in Viking Holdings in Q2 2024 and has held it in 6 quarters since.
  • 373 funds tracked by Wall St. Rank held Viking Holdings as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.