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Shelton Wealth Management’s Viking Therapeutics VKTX Stock Holding History

Shelton Wealth Management’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
2025
Q1 		– Sell
-22,199
Closed -$893K – 154
2024
Q4 		$893K Buy
+22,199
New +$1.27M 0.46% 77

Other funds holding VKTX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Shelton Wealth Management's VKTX Position: Q1 2025 in Review

Shelton Wealth Management sold out of Viking Therapeutics (VKTX) in Q1 2025, closing a stake of 22,199 shares — an estimated $893K sold.

Shelton Wealth Management first reported a position in VKTX in Q4 2024 and held it in 1 quarter. The position peaked at $893K in Q4 2024. 372 funds tracked by Wall St. Rank hold VKTX as of Q1 2025.

  • Shelton Wealth Management reported no remaining Viking Therapeutics position as of Q1 2025 after selling out during the quarter.
  • Shelton Wealth Management sold 22,199 Viking Therapeutics shares in Q1 2025, an estimated $893K.
  • Shelton Wealth Management first reported a position in Viking Therapeutics in Q4 2024 and held it in 1 quarter.
  • Shelton Wealth Management's Viking Therapeutics position peaked at $893K in Q4 2024.
  • 372 funds tracked by Wall St. Rank held Viking Therapeutics as of Q1 2025.

Based on Shelton Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.