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Summit Trail Advisors’s Viking Therapeutics VKTX Stock Holding History

Summit Trail 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 		$661K Sell
16,955
-791
-4% -$25.6K 0.01% 1142
2026
Q1 		$577K Buy
17,746
+2,552
+17% +$82K 0.01% 1119
2025
Q4 		$535K Buy
+15,194
New +$538K 0.01% 1054

Other funds holding VKTX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Summit Trail Advisors's VKTX Position: Q2 2026 in Review

Summit Trail Advisors reduced its Viking Therapeutics (VKTX) stake by 4.5% in Q2 2026, selling an estimated $25.6K and leaving 16,955 shares worth $661K. The position accounts for 0.01% of the portfolio, ranked #1142.

Summit Trail Advisors first reported a position in VKTX in Q4 2025 and has held it in 3 quarters since. 436 funds tracked by Wall St. Rank hold VKTX as of Q2 2026.

  • Summit Trail Advisors held 16,955 shares of Viking Therapeutics worth $661K as of Q2 2026.
  • Summit Trail Advisors sold 791 Viking Therapeutics shares in Q2 2026, an estimated $25.6K.
  • Viking Therapeutics made up 0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #1142 holding.
  • Summit Trail Advisors first reported a position in Viking Therapeutics in Q4 2025 and has held it in 3 quarters since.
  • 436 funds tracked by Wall St. Rank held Viking Therapeutics as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.