SOA Wealth Advisors’s Viking Therapeutics VKTX Stock Holding History

SOA Wealth Advisors’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
2026 Q2	$31.2K	Buy	800 +400	+100%	+$12.9K	0.01%	458
2026 Q1	$13K	Buy	400 +150	+60%	+$4.82K	﹤0.01%	548
2025 Q4	$8.79K	Hold	250	–	–	﹤0.01%	609
2025 Q3	$6.57K	Sell	250 -150	-38%	-$4.47K	﹤0.01%	647
2025 Q2	$10.6K	Sell	400 -100	-20%	-$2.63K	﹤0.01%	590
2025 Q1	$12.1K	Buy	+500	New	+$15.8K	﹤0.01%	540
2023 Q1	–	Sell	-1,230	Closed	-$11.6K	–	979
2022 Q4	$11.6K	Sell	1,230 -500	-29%	-$2.23K	﹤0.01%	503
2022 Q3	$4K	Hold	1,730	–	–	﹤0.01%	639
2022 Q2	$4K	Hold	1,730	–	–	﹤0.01%	626
2022 Q1	$5K	Hold	1,730	–	–	﹤0.01%	701
2021 Q4	$8K	Hold	1,730	–	–	﹤0.01%	609
2021 Q3	$10K	Hold	1,730	–	–	﹤0.01%	599
2021 Q2	$10K	Hold	1,730	–	–	﹤0.01%	584
2021 Q1	$10K	Hold	1,730	–	–	﹤0.01%	522
2020 Q4	$15K	Buy	+1,730	New	+$10.5K	﹤0.01%	455

Other funds holding VKTX

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

SOA Wealth Advisors's VKTX Position: Q2 2026 in Review

SOA Wealth Advisors increased its Viking Therapeutics (VKTX) stake by 100% in Q2 2026, buying an estimated $12.9K and bringing the position to 800 shares worth $31.2K. The position accounts for 0.01% of the portfolio, ranked #458.

SOA Wealth Advisors first reported a position in VKTX in Q4 2020 and has held it in 15 quarters since. 432 funds tracked by Wall St. Rank hold VKTX as of Q2 2026.

SOA Wealth Advisors held 800 shares of Viking Therapeutics worth $31.2K as of Q2 2026.
SOA Wealth Advisors bought 400 Viking Therapeutics shares in Q2 2026, an estimated $12.9K.
Viking Therapeutics made up 0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #458 holding.
SOA Wealth Advisors first reported a position in Viking Therapeutics in Q4 2020 and has held it in 15 quarters since.
432 funds tracked by Wall St. Rank held Viking Therapeutics as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.