Prospera Financial Services’s Viking Therapeutics VKTX Stock Holding History

Prospera Financial 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	$382K	Buy	9,781 +506	+5%	+$16.3K	0.01%	1152
2026 Q1	$302K	Sell	9,275 -90	-1%	-$2.89K	﹤0.01%	1202
2025 Q4	$329K	Buy	9,365 +455	+5%	+$16.1K	0.01%	1115
2025 Q3	$234K	Buy	+8,910	New	+$266K	﹤0.01%	1234
2025 Q1	–	Sell	-5,331	Closed	-$215K	–	1235
2024 Q4	$215K	Buy	5,331 +624	+13%	+$35.6K	0.01%	1061
2024 Q3	$298K	Buy	+4,707	New	+$276K	0.01%	923
2024 Q2	–	Sell	-3,565	Closed	-$292K	–	1188
2024 Q1	$292K	Buy	+3,565	New	+$159K	0.01%	910

Other funds holding VKTX

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

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Harbour Capital Advisors Tysons Corner, Virginia $549M AUM 54.99% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

PSP Research Newtown Square, Pennsylvania $188M AUM

Pinnacle Wealth Management Group Plymouth, Michigan $214M AUM 20.07% 1-Year Est. Return