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SHP Wealth Management’s Viking Holdings VIK Stock Holding History

SHP 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
Q1 		$22.5K Buy
306
+79
+35% +$5.77K ﹤0.01% 698
2025
Q4 		$16.2K Buy
+227
New +$14.5K ﹤0.01% 727

Other funds holding VIK

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

SHP Wealth Management's VIK Position: Q1 2026 in Review

SHP Wealth Management increased its Viking Holdings (VIK) stake by 35% in Q1 2026, buying an estimated $5.77K and bringing the position to 306 shares worth $22.5K. The position accounts for ﹤0.01% of the portfolio, ranked #698.

SHP Wealth Management first reported a position in VIK in Q4 2025 and has held it in 2 quarters since. 507 funds tracked by Wall St. Rank hold VIK as of Q1 2026.

  • SHP Wealth Management held 306 shares of Viking Holdings worth $22.5K as of Q1 2026.
  • SHP Wealth Management bought 79 Viking Holdings shares in Q1 2026, an estimated $5.77K.
  • Viking Holdings made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #698 holding.
  • SHP Wealth Management first reported a position in Viking Holdings in Q4 2025 and has held it in 2 quarters since.
  • 507 funds tracked by Wall St. Rank held Viking Holdings as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.