Physician Wealth Advisors’s Viking Therapeutics VKTX Stock Holding History

Physician Wealth 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
2026 Q2	–	Sell	-55	Closed	-$1.79K	–	2460
2026 Q1	$1.79K	Hold	55	–	–	﹤0.01%	1399
2025 Q4	$1.94K	Hold	55	–	–	﹤0.01%	1302
2025 Q3	$1.45K	Hold	55	–	–	﹤0.01%	1366
2025 Q2	$1.46K	Buy	+55	New	+$1.45K	﹤0.01%	1176

Other funds holding VKTX

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

ACM

ACT Capital Management Wayne, Pennsylvania $153M AUM

KCM

Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return

Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

IFWM

Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return

Physician Wealth Advisors's VKTX Position: Q2 2026 in Review

Physician Wealth Advisors sold out of Viking Therapeutics (VKTX) in Q2 2026, closing a stake of 55 shares — an estimated $1.79K sold.

Physician Wealth Advisors first reported a position in VKTX in Q2 2025 and held it in 4 quarters. The position peaked at $1.94K in Q4 2025. 145 funds tracked by Wall St. Rank hold VKTX as of Q2 2026.

Physician Wealth Advisors reported no remaining Viking Therapeutics position as of Q2 2026 after selling out during the quarter.
Physician Wealth Advisors sold 55 Viking Therapeutics shares in Q2 2026, an estimated $1.79K.
Physician Wealth Advisors first reported a position in Viking Therapeutics in Q2 2025 and held it in 4 quarters.
Physician Wealth Advisors's Viking Therapeutics position peaked at $1.94K in Q4 2025.
145 funds tracked by Wall St. Rank held Viking Therapeutics as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.