Pinnacle Wealth Planning Services’s Viking Therapeutics VKTX Stock Holding History

Pinnacle Wealth Planning Services’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	$94.9K	Buy	2,433 +6	+0.2%	+$194	0.01%	901
2026 Q1	$79K	Buy	2,427 +201	+9%	+$6.46K	0.01%	935
2025 Q4	$78.3K	Buy	+2,226	New	+$78.9K	0.01%	922
2024 Q4	–	Sell	-6,507	Closed	-$412K	–	557
2024 Q3	$412K	Sell	6,507 -284	-4%	-$16.7K	0.06%	227
2024 Q2	$360K	Sell	6,791 -838	-11%	-$54.9K	0.05%	240
2024 Q1	$626K	Sell	7,629 -8,177	-52%	-$364K	0.09%	144
2023 Q4	$294K	Hold	15,806	–	–	0.05%	277
2023 Q3	$175K	Hold	15,806	–	–	0.03%	378
2023 Q2	$256K	Sell	15,806 -10,063	-39%	-$211K	0.04%	297
2023 Q1	$431K	Sell	25,869 -1,078	-4%	-$11.1K	0.07%	198
2022 Q4	$253K	Hold	26,947	–	–	0.05%	297
2022 Q3	$73K	Hold	26,947	–	–	0.01%	383
2022 Q2	$78K	Buy	+26,947	New	+$66.7K	0.01%	394

Other funds holding VKTX

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Pinnacle Wealth Planning Services's VKTX Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Viking Therapeutics (VKTX) stake by 0.25% in Q2 2026, buying an estimated $194 and bringing the position to 2,433 shares worth $94.9K. The position accounts for 0.01% of the portfolio, ranked #901.

Pinnacle Wealth Planning Services first reported a position in VKTX in Q2 2022 and has held it in 13 quarters since. The position peaked at $626K in Q1 2024. 436 funds tracked by Wall St. Rank hold VKTX as of Q2 2026.

Pinnacle Wealth Planning Services held 2,433 shares of Viking Therapeutics worth $94.9K as of Q2 2026.
Pinnacle Wealth Planning Services bought 6 Viking Therapeutics shares in Q2 2026, an estimated $194.
Viking Therapeutics made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #901 holding.
Pinnacle Wealth Planning Services first reported a position in Viking Therapeutics in Q2 2022 and has held it in 13 quarters since.
Pinnacle Wealth Planning Services's Viking Therapeutics position peaked at $626K in Q1 2024.
436 funds tracked by Wall St. Rank held Viking Therapeutics as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.