U.S. Global Investors (USGI)’s Viking Holdings VIK Stock Holding History

U.S. Global Investors (USGI)’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	$1.98M	Buy	18,935 +6,600	+54%	+$571K	0.19%	57
2026 Q1	$906K	Sell	12,335 -3,365	-21%	-$246K	0.11%	79
2025 Q4	$1.12M	Buy	+15,700	New	+$1M	0.12%	75
2025 Q2	–	Sell	-10,800	Closed	-$429K	–	161
2025 Q1	$429K	Sell	10,800 -9,000	-45%	-$415K	0.06%	81
2024 Q4	$872K	Sell	19,800 -13,700	-41%	-$581K	0.09%	64
2024 Q3	$1.17M	Buy	+33,500	New	+$1.15M	0.11%	58

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

U.S. Global Investors (USGI)'s VIK Position: Q2 2026 in Review

U.S. Global Investors (USGI) increased its Viking Holdings (VIK) stake by 54% in Q2 2026, buying an estimated $571K and bringing the position to 18,935 shares worth $1.98M. The position accounts for 0.19% of the portfolio, ranked #57.

U.S. Global Investors (USGI) first reported a position in VIK in Q3 2024 and has held it in 6 quarters since. 614 funds tracked by Wall St. Rank hold VIK as of Q2 2026.

U.S. Global Investors (USGI) held 18,935 shares of Viking Holdings worth $1.98M as of Q2 2026.
U.S. Global Investors (USGI) bought 6,600 Viking Holdings shares in Q2 2026, an estimated $571K.
Viking Holdings made up 0.19% of U.S. Global Investors (USGI)'s portfolio in Q2 2026, its #57 holding.
U.S. Global Investors (USGI) first reported a position in Viking Holdings in Q3 2024 and has held it in 6 quarters since.
614 funds tracked by Wall St. Rank held Viking Holdings as of Q2 2026.

Based on U.S. Global Investors (USGI)'s 13F filing for Q2 2026, filed 27 Jul 2026.