Principia Wealth Advisory’s Viking Holdings VIK Stock Holding History

Principia Wealth Advisory’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 Q2	$5.02K	Buy	48 +8	+20%	+$692	﹤0.01%	369
2026 Q1	$2.94K	Buy	40 +4	+11%	+$292	﹤0.01%	416
2025 Q4	$2.57K	Buy	36 +2	+6%	+$128	﹤0.01%	388
2025 Q3	$2.11K	Buy	34 +2	+6%	+$119	﹤0.01%	427
2025 Q2	$1.71K	Buy	32 +7	+28%	+$309	﹤0.01%	422
2025 Q1	$1.04K	Buy	+25	New	+$1.15K	﹤0.01%	388

Other funds holding VIK

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Principia Wealth Advisory's VIK Position: Q2 2026 in Review

Principia Wealth Advisory increased its Viking Holdings (VIK) stake by 20% in Q2 2026, buying an estimated $692 and bringing the position to 48 shares worth $5.02K. The position accounts for ﹤0.01% of the portfolio, ranked #369.

Principia Wealth Advisory first reported a position in VIK in Q1 2025 and has held it in 6 quarters since. 613 funds tracked by Wall St. Rank hold VIK as of Q2 2026.

Principia Wealth Advisory held 48 shares of Viking Holdings worth $5.02K as of Q2 2026.
Principia Wealth Advisory bought 8 Viking Holdings shares in Q2 2026, an estimated $692.
Viking Holdings made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #369 holding.
Principia Wealth Advisory first reported a position in Viking Holdings in Q1 2025 and has held it in 6 quarters since.
613 funds tracked by Wall St. Rank held Viking Holdings as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.