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Sheets Smith Wealth Management’s Viking Holdings VIK Stock Holding History

Sheets Smith Wealth Management’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 		$635K Buy
6,070
+1
+0% +$87 0.06% 270
2026
Q1 		$446K Sell
6,069
-7
-0.1% -$511 0.05% 304
2025
Q4 		$434K Buy
+6,076
New +$388K 0.05% 294

Other funds holding VIK

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
FIM
Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
OCM
Orser Capital Management Southlake, Texas $202M AUM 32.65% 1-Year Est. Return
RCM
Radnor Capital Management Wayne, Pennsylvania $712M AUM 34.39% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Sheets Smith Wealth Management's VIK Position: Q2 2026 in Review

Sheets Smith Wealth Management increased its Viking Holdings (VIK) stake by 0.02% in Q2 2026, buying an estimated $87 and bringing the position to 6,070 shares worth $635K. The position accounts for 0.06% of the portfolio, ranked #270.

Sheets Smith Wealth Management first reported a position in VIK in Q4 2025 and has held it in 3 quarters since. 68 funds tracked by Wall St. Rank hold VIK as of Q2 2026.

  • Sheets Smith Wealth Management held 6,070 shares of Viking Holdings worth $635K as of Q2 2026.
  • Sheets Smith Wealth Management bought 1 Viking Holdings share in Q2 2026, an estimated $87.
  • Viking Holdings made up 0.06% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #270 holding.
  • Sheets Smith Wealth Management first reported a position in Viking Holdings in Q4 2025 and has held it in 3 quarters since.
  • 68 funds tracked by Wall St. Rank held Viking Holdings as of Q2 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.