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United Capital Financial Advisors’s Viking Holdings VIK Stock Holding History

United Capital Financial 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 		$1.23M Sell
11,740
-2,087
-15% -$181K 0.01% 734
2026
Q1 		$1.02M Sell
13,827
-841
-6% -$61.5K 0.01% 752
2025
Q4 		$1.05M Buy
14,668
+3,148
+27% +$201K 0.01% 722
2025
Q3 		$716K Buy
+11,520
New +$687K 0.01% 751

Other funds holding VIK

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

United Capital Financial Advisors's VIK Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Viking Holdings (VIK) stake by 15% in Q2 2026, selling an estimated $181K and leaving 11,740 shares worth $1.23M. The position accounts for 0.01% of the portfolio, ranked #734.

United Capital Financial Advisors first reported a position in VIK in Q3 2025 and has held it in 4 quarters since. 614 funds tracked by Wall St. Rank hold VIK as of Q2 2026.

  • United Capital Financial Advisors held 11,740 shares of Viking Holdings worth $1.23M as of Q2 2026.
  • United Capital Financial Advisors sold 2,087 Viking Holdings shares in Q2 2026, an estimated $181K.
  • Viking Holdings made up 0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #734 holding.
  • United Capital Financial Advisors first reported a position in Viking Holdings in Q3 2025 and has held it in 4 quarters since.
  • 614 funds tracked by Wall St. Rank held Viking Holdings as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.