Rothschild Investment LLC’s Viking Holdings VIK Stock Holding History

Rothschild Investment LLC’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	$2.58M	Buy	24,686 +17,289	+234%	+$1.5M	0.1%	201
2026 Q1	$544K	Buy	7,397 +4,783	+183%	+$349K	0.03%	379
2025 Q4	$187K	Buy	2,614 +2,595	+13,658%	+$166K	0.01%	644
2025 Q3	$1.18K	Buy	+19	New	+$1.13K	﹤0.01%	2515

Other funds holding VIK

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

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

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

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Rothschild Investment LLC's VIK Position: Q2 2026 in Review

Rothschild Investment LLC increased its Viking Holdings (VIK) stake by 234% in Q2 2026, buying an estimated $1.5M and bringing the position to 24,686 shares worth $2.58M. The position accounts for 0.1% of the portfolio, ranked #201.

Rothschild Investment LLC first reported a position in VIK in Q3 2025 and has held it in 4 quarters since. 419 funds tracked by Wall St. Rank hold VIK as of Q2 2026.

Rothschild Investment LLC held 24,686 shares of Viking Holdings worth $2.58M as of Q2 2026.
Rothschild Investment LLC bought 17,289 Viking Holdings shares in Q2 2026, an estimated $1.5M.
Viking Holdings made up 0.1% of Rothschild Investment LLC's portfolio in Q2 2026, its #201 holding.
Rothschild Investment LLC first reported a position in Viking Holdings in Q3 2025 and has held it in 4 quarters since.
419 funds tracked by Wall St. Rank held Viking Holdings as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.