WA
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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
Q2 		$1.13M Buy
10,782
+3,401
+46% +$294K 0.01% 846
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 $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Waverly Advisors's VIK Position: Q2 2026 in Review

Waverly Advisors increased its Viking Holdings (VIK) stake by 46% in Q2 2026, buying an estimated $294K and bringing the position to 10,782 shares worth $1.13M. The position accounts for 0.01% of the portfolio, ranked #846.

Waverly Advisors first reported a position in VIK in Q4 2025 and has held it in 3 quarters since. 614 funds tracked by Wall St. Rank hold VIK as of Q2 2026.

  • Waverly Advisors held 10,782 shares of Viking Holdings worth $1.13M as of Q2 2026.
  • Waverly Advisors bought 3,401 Viking Holdings shares in Q2 2026, an estimated $294K.
  • Viking Holdings made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #846 holding.
  • Waverly Advisors first reported a position in Viking Holdings in Q4 2025 and has held it in 3 quarters since.
  • 614 funds tracked by Wall St. Rank held Viking Holdings as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.