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Valley Wealth Managers’s Viking Therapeutics VKTX Stock Holding History

Valley Wealth Managers’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
Q3 		$183K Sell
5,619
-145
-3% -$5.02K 0.01% 180
2026
Q2 		$225K Buy
+5,764
New +$186K 0.01% 179

Other funds holding VKTX

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
PP
Paladin Partners Hartland, Wisconsin $162M AUM 13.31% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Valley Wealth Managers's VKTX Position: Q3 2026 in Review

Valley Wealth Managers reduced its Viking Therapeutics (VKTX) stake by 2.5% in Q3 2026, selling an estimated $5.02K and leaving 5,619 shares worth $183K. The position accounts for 0.01% of the portfolio, ranked #180.

Valley Wealth Managers first reported a position in VKTX in Q2 2026 and has held it in 2 quarters since. The position peaked at $225K in Q2 2026. 12 funds tracked by Wall St. Rank hold VKTX as of Q3 2026.

  • Valley Wealth Managers held 5,619 shares of Viking Therapeutics worth $183K as of Q3 2026.
  • Valley Wealth Managers sold 145 Viking Therapeutics shares in Q3 2026, an estimated $5.02K.
  • Viking Therapeutics made up 0.01% of Valley Wealth Managers's portfolio in Q3 2026, its #180 holding.
  • Valley Wealth Managers first reported a position in Viking Therapeutics in Q2 2026 and has held it in 2 quarters since.
  • Valley Wealth Managers's Viking Therapeutics position peaked at $225K in Q2 2026.
  • 12 funds tracked by Wall St. Rank held Viking Therapeutics as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.