UCFA
VIK icon

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
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 $645B AUM 30.41% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

United Capital Financial Advisors's VIK Position: Q1 2026 in Review

United Capital Financial Advisors reduced its Viking Holdings (VIK) stake by 5.7% in Q1 2026, selling an estimated $61.5K and leaving 13,827 shares worth $1.02M. The position accounts for 0.01% of the portfolio, ranked #752.

United Capital Financial Advisors first reported a position in VIK in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.05M in Q4 2025. 504 funds tracked by Wall St. Rank hold VIK as of Q1 2026.

  • United Capital Financial Advisors held 13,827 shares of Viking Holdings worth $1.02M as of Q1 2026.
  • United Capital Financial Advisors sold 841 Viking Holdings shares in Q1 2026, an estimated $61.5K.
  • Viking Holdings made up 0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #752 holding.
  • United Capital Financial Advisors first reported a position in Viking Holdings in Q3 2025 and has held it in 3 quarters since.
  • United Capital Financial Advisors's Viking Holdings position peaked at $1.05M in Q4 2025.
  • 504 funds tracked by Wall St. Rank held Viking Holdings as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.