SageView Advisory Group’s Viking Holdings VIK Stock Holding History

SageView Advisory Group’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	$231K	Buy	+2,209	New	+$191K	0.01%	570
2026 Q1	–	Sell	-2,061	Closed	-$147K	–	2512
2025 Q4	$147K	Buy	+2,061	New	+$132K	0.01%	693

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

SageView Advisory Group's VIK Position: Q2 2026 in Review

SageView Advisory Group opened a new position in Viking Holdings (VIK) in Q2 2026: 2,209 shares worth $231K. The stake represents 0.01% of the portfolio and ranks #570 among its holdings. This is a return to the name: SageView Advisory Group previously reported a position in VIK as recently as Q4 2025.

SageView Advisory Group first reported a position in VIK in Q4 2025 and has held it in 2 quarters since. 613 funds tracked by Wall St. Rank hold VIK as of Q2 2026.

SageView Advisory Group held 2,209 shares of Viking Holdings worth $231K as of Q2 2026.
Viking Holdings was a new SageView Advisory Group position in Q2 2026.
Viking Holdings made up 0.01% of SageView Advisory Group's portfolio in Q2 2026, its #570 holding.
SageView Advisory Group first reported a position in Viking Holdings in Q4 2025 and has held it in 2 quarters since.
613 funds tracked by Wall St. Rank held Viking Holdings as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.