PlanVest Financial’s Viking Therapeutics VKTX Stock Holding History

PlanVest Financial’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	$468	Hold	12	–	–	﹤0.01%	564
2026 Q1	$390	Buy	+12	New	+$386	﹤0.01%	538

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

PlanVest Financial's VKTX Position: Q2 2026 in Review

PlanVest Financial held its Viking Therapeutics (VKTX) position steady in Q2 2026 at 12 shares worth $468. The position accounts for ﹤0.01% of the portfolio, ranked #564.

PlanVest Financial first reported a position in VKTX in Q1 2026 and has held it in 2 quarters since. 402 funds tracked by Wall St. Rank hold VKTX as of Q2 2026.

PlanVest Financial held 12 shares of Viking Therapeutics worth $468 as of Q2 2026.
PlanVest Financial left its Viking Therapeutics share count unchanged in Q2 2026.
Viking Therapeutics made up ﹤0.01% of PlanVest Financial's portfolio in Q2 2026, its #564 holding.
PlanVest Financial first reported a position in Viking Therapeutics in Q1 2026 and has held it in 2 quarters since.
402 funds tracked by Wall St. Rank held Viking Therapeutics as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.