UFPG
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United Financial Planning Group’s Viking Holdings VIK Stock Holding History

United Financial Planning Group’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 		– Sell
-6
Closed -$428 – 653
2025
Q4 		$428 Buy
+6
New +$383 ﹤0.01% 412

Other funds holding VIK

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

United Financial Planning Group's VIK Position: Q1 2026 in Review

United Financial Planning Group sold out of Viking Holdings (VIK) in Q1 2026, closing a stake of 6 shares — an estimated $428 sold.

United Financial Planning Group first reported a position in VIK in Q4 2025 and held it in 1 quarter. The position peaked at $428 in Q4 2025. 509 funds tracked by Wall St. Rank hold VIK as of Q1 2026.

  • United Financial Planning Group reported no remaining Viking Holdings position as of Q1 2026 after selling out during the quarter.
  • United Financial Planning Group sold 6 Viking Holdings shares in Q1 2026, an estimated $428.
  • United Financial Planning Group first reported a position in Viking Holdings in Q4 2025 and held it in 1 quarter.
  • United Financial Planning Group's Viking Holdings position peaked at $428 in Q4 2025.
  • 509 funds tracked by Wall St. Rank held Viking Holdings as of Q1 2026.

Based on United Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.