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Principia Wealth Advisory’s Viking Therapeutics VKTX Stock Holding History

Principia Wealth Advisory’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 		$253K Hold
6,478
– – 0.13% 70
2026
Q1 		$211K Hold
6,478
– – 0.12% 72
2025
Q4 		$228K Hold
6,478
– – 0.14% 71
2025
Q3 		$170K Hold
6,478
– – 0.12% 81
2025
Q2 		$172K Hold
6,478
– – 0.15% 65
2025
Q1 		$150K Buy
6,478
+616
+11% +$19.5K 0.14% 59
2024
Q4 		$236K Buy
+5,862
New +$334K 0.22% 43

Other funds holding VKTX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Principia Wealth Advisory held its Viking Therapeutics (VKTX) position steady in Q2 2026 at 6,478 shares worth $253K. The position accounts for 0.13% of the portfolio, ranked #70.

Principia Wealth Advisory first reported a position in VKTX in Q4 2024 and has held it in 7 quarters since. 436 funds tracked by Wall St. Rank hold VKTX as of Q2 2026.

  • Principia Wealth Advisory held 6,478 shares of Viking Therapeutics worth $253K as of Q2 2026.
  • Principia Wealth Advisory left its Viking Therapeutics share count unchanged in Q2 2026.
  • Viking Therapeutics made up 0.13% of Principia Wealth Advisory's portfolio in Q2 2026, its #70 holding.
  • Principia Wealth Advisory first reported a position in Viking Therapeutics in Q4 2024 and has held it in 7 quarters since.
  • 436 funds tracked by Wall St. Rank held Viking Therapeutics as of Q2 2026.

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