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Waverly Advisors’s Viking Therapeutics VKTX Stock Holding History

Waverly Advisors’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
Q2 		$1.44M Sell
37,026
-1,192
-3% -$38.5K 0.01% 787
2026
Q1 		$1.24M Buy
38,218
+302
+0.8% +$9.71K 0.01% 769
2025
Q4 		$1.33M Sell
37,916
-4,663
-11% -$165K 0.01% 684
2025
Q3 		$1.12M Buy
42,579
+1,673
+4% +$49.9K 0.01% 611
2025
Q2 		$1.08M Sell
40,906
-1,078
-3% -$28.4K 0.01% 603
2025
Q1 		$1.01M Sell
41,984
-6,385
-13% -$202K 0.01% 603
2024
Q4 		$1.95M Buy
48,369
+12,426
+35% +$709K 0.03% 391
2024
Q3 		$2.28M Sell
35,943
-11,613
-24% -$681K 0.04% 313
2024
Q2 		$2.52M Buy
+47,556
New +$3.12M 0.05% 275

Other funds holding VKTX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Waverly Advisors's VKTX Position: Q2 2026 in Review

Waverly Advisors reduced its Viking Therapeutics (VKTX) stake by 3.1% in Q2 2026, selling an estimated $38.5K and leaving 37,026 shares worth $1.44M. The position accounts for 0.01% of the portfolio, ranked #787.

Waverly Advisors first reported a position in VKTX in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.52M in Q2 2024. 432 funds tracked by Wall St. Rank hold VKTX as of Q2 2026.

  • Waverly Advisors held 37,026 shares of Viking Therapeutics worth $1.44M as of Q2 2026.
  • Waverly Advisors sold 1,192 Viking Therapeutics shares in Q2 2026, an estimated $38.5K.
  • Viking Therapeutics made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #787 holding.
  • Waverly Advisors first reported a position in Viking Therapeutics in Q2 2024 and has held it in 9 quarters since.
  • Waverly Advisors's Viking Therapeutics position peaked at $2.52M in Q2 2024.
  • 432 funds tracked by Wall St. Rank held Viking Therapeutics as of Q2 2026.

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