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Waverly Advisors’s Viking Holdings VIK Stock Holding History

Waverly Advisors’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 		$542K Buy
7,381
+2,868
+64% +$210K ﹤0.01% 1052
2025
Q4 		$322K Buy
+4,513
New +$288K ﹤0.01% 1174

Other funds holding VIK

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Waverly Advisors's VIK Position: Q1 2026 in Review

Waverly Advisors increased its Viking Holdings (VIK) stake by 64% in Q1 2026, buying an estimated $210K and bringing the position to 7,381 shares worth $542K. The position accounts for ﹤0.01% of the portfolio, ranked #1052.

Waverly Advisors first reported a position in VIK in Q4 2025 and has held it in 2 quarters since. 504 funds tracked by Wall St. Rank hold VIK as of Q1 2026.

  • Waverly Advisors held 7,381 shares of Viking Holdings worth $542K as of Q1 2026.
  • Waverly Advisors bought 2,868 Viking Holdings shares in Q1 2026, an estimated $210K.
  • Viking Holdings made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1052 holding.
  • Waverly Advisors first reported a position in Viking Holdings in Q4 2025 and has held it in 2 quarters since.
  • 504 funds tracked by Wall St. Rank held Viking Holdings as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.