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Venturi Wealth Management’s Viking Therapeutics VKTX Stock Holding History

Venturi Wealth Management’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
2025
Q1 		– Sell
-3,100
Closed -$125K – 1797
2024
Q4 		$125K Hold
3,100
– – 0.01% 685
2024
Q3 		$196K Buy
+3,100
New +$182K 0.01% 449

Other funds holding VKTX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Venturi Wealth Management's VKTX Position: Q1 2025 in Review

Venturi Wealth Management sold out of Viking Therapeutics (VKTX) in Q1 2025, closing a stake of 3,100 shares — an estimated $125K sold.

Venturi Wealth Management first reported a position in VKTX in Q3 2024 and held it in 2 quarters. The position peaked at $196K in Q3 2024. 372 funds tracked by Wall St. Rank hold VKTX as of Q1 2025.

  • Venturi Wealth Management reported no remaining Viking Therapeutics position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 3,100 Viking Therapeutics shares in Q1 2025, an estimated $125K.
  • Venturi Wealth Management first reported a position in Viking Therapeutics in Q3 2024 and held it in 2 quarters.
  • Venturi Wealth Management's Viking Therapeutics position peaked at $196K in Q3 2024.
  • 372 funds tracked by Wall St. Rank held Viking Therapeutics as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.