Stegent Equity Advisors’s Viking Holdings VIK Stock Holding History

Stegent Equity Advisors’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	$432K	Sell	4,124 -462	-10%	-$40K	0.31%	72
2026 Q1	$337K	Sell	4,586 -335	-7%	-$24.5K	0.29%	82
2025 Q4	$351K	Sell	4,921 -212	-4%	-$13.5K	0.27%	88
2025 Q3	$319K	Buy	+5,133	New	+$306K	0.26%	86

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

Stegent Equity Advisors's VIK Position: Q2 2026 in Review

Stegent Equity Advisors reduced its Viking Holdings (VIK) stake by 10% in Q2 2026, selling an estimated $40K and leaving 4,124 shares worth $432K. The position accounts for 0.31% of the portfolio, ranked #72.

Stegent Equity Advisors first reported a position in VIK in Q3 2025 and has held it in 4 quarters since. 610 funds tracked by Wall St. Rank hold VIK as of Q2 2026.

Stegent Equity Advisors held 4,124 shares of Viking Holdings worth $432K as of Q2 2026.
Stegent Equity Advisors sold 462 Viking Holdings shares in Q2 2026, an estimated $40K.
Viking Holdings made up 0.31% of Stegent Equity Advisors's portfolio in Q2 2026, its #72 holding.
Stegent Equity Advisors first reported a position in Viking Holdings in Q3 2025 and has held it in 4 quarters since.
610 funds tracked by Wall St. Rank held Viking Holdings as of Q2 2026.

Based on Stegent Equity Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.