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United Financial Planning Group’s Viking Therapeutics VKTX Stock Holding History

United Financial Planning Group’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
Q1 		– Sell
-10
Closed -$352 – 633
2025
Q4 		$352 Buy
+10
New +$354 ﹤0.01% 425

Other funds holding VKTX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

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

United Financial Planning Group sold out of Viking Therapeutics (VKTX) in Q1 2026, closing a stake of 10 shares — an estimated $352 sold.

United Financial Planning Group first reported a position in VKTX in Q4 2025 and held it in 1 quarter. The position peaked at $352 in Q4 2025. 414 funds tracked by Wall St. Rank hold VKTX as of Q1 2026.

  • United Financial Planning Group reported no remaining Viking Therapeutics position as of Q1 2026 after selling out during the quarter.
  • United Financial Planning Group sold 10 Viking Therapeutics shares in Q1 2026, an estimated $352.
  • United Financial Planning Group first reported a position in Viking Therapeutics in Q4 2025 and held it in 1 quarter.
  • United Financial Planning Group's Viking Therapeutics position peaked at $352 in Q4 2025.
  • 414 funds tracked by Wall St. Rank held Viking Therapeutics as of Q1 2026.

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