VSM Wealth Advisory’s Viking Holdings VIK Stock Holding History

VSM Wealth Advisory’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 Q2	$7.33K	Buy	70 +5	+8%	+$433	﹤0.01%	395
2026 Q1	$4.78K	Hold	65	–	–	﹤0.01%	410
2025 Q4	$4.64K	Buy	65 +5	+8%	+$319	﹤0.01%	380
2025 Q3	$3.73K	Buy	60 +20	+50%	+$1.19K	﹤0.01%	389
2025 Q2	$2.13K	Hold	40	–	–	﹤0.01%	470
2025 Q1	$1.59K	Buy	40 +20	+100%	+$922	﹤0.01%	459
2024 Q4	$881	Buy	+20	New	+$849	﹤0.01%	449

Other funds holding VIK

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VSM Wealth Advisory's VIK Position: Q2 2026 in Review

VSM Wealth Advisory increased its Viking Holdings (VIK) stake by 7.7% in Q2 2026, buying an estimated $433 and bringing the position to 70 shares worth $7.33K. The position accounts for ﹤0.01% of the portfolio, ranked #395.

VSM Wealth Advisory first reported a position in VIK in Q4 2024 and has held it in 7 quarters since. 613 funds tracked by Wall St. Rank hold VIK as of Q2 2026.

VSM Wealth Advisory held 70 shares of Viking Holdings worth $7.33K as of Q2 2026.
VSM Wealth Advisory bought 5 Viking Holdings shares in Q2 2026, an estimated $433.
Viking Holdings made up ﹤0.01% of VSM Wealth Advisory's portfolio in Q2 2026, its #395 holding.
VSM Wealth Advisory first reported a position in Viking Holdings in Q4 2024 and has held it in 7 quarters since.
613 funds tracked by Wall St. Rank held Viking Holdings as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.