QFW
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QTR Family Wealth’s Viking Holdings VIK Stock Holding History

QTR Family Wealth’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 		$499K Buy
4,765
+785
+20% +$67.9K 0.17% 132
2026
Q1 		$324K Buy
+3,980
New +$291K 0.14% 176

Other funds holding VIK

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

QTR Family Wealth's VIK Position: Q2 2026 in Review

QTR Family Wealth increased its Viking Holdings (VIK) stake by 20% in Q2 2026, buying an estimated $67.9K and bringing the position to 4,765 shares worth $499K. The position accounts for 0.17% of the portfolio, ranked #132.

QTR Family Wealth first reported a position in VIK in Q1 2026 and has held it in 2 quarters since. 610 funds tracked by Wall St. Rank hold VIK as of Q2 2026.

  • QTR Family Wealth held 4,765 shares of Viking Holdings worth $499K as of Q2 2026.
  • QTR Family Wealth bought 785 Viking Holdings shares in Q2 2026, an estimated $67.9K.
  • Viking Holdings made up 0.17% of QTR Family Wealth's portfolio in Q2 2026, its #132 holding.
  • QTR Family Wealth first reported a position in Viking Holdings in Q1 2026 and has held it in 2 quarters since.
  • 610 funds tracked by Wall St. Rank held Viking Holdings as of Q2 2026.

Based on QTR Family Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.