Wealth Management Associates’s Viking Holdings VIK Stock Holding History

Wealth Management Associates’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	$329K	Buy	3,145 +60	+2%	+$5.19K	0.09%	190
2026 Q1	$227K	Sell	3,085 -1,605	-34%	-$117K	0.08%	214
2025 Q4	$335K	Hold	4,690	–	–	0.12%	161
2025 Q3	$292K	Hold	4,690	–	–	0.1%	175
2025 Q2	$250K	Buy	+4,690	New	+$207K	0.1%	187
2025 Q1	–	Sell	-4,680	Closed	-$206K	–	225
2024 Q4	$206K	Buy	+4,680	New	+$199K	0.09%	197

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

Wealth Management Associates's VIK Position: Q2 2026 in Review

Wealth Management Associates increased its Viking Holdings (VIK) stake by 1.9% in Q2 2026, buying an estimated $5.19K and bringing the position to 3,145 shares worth $329K. The position accounts for 0.09% of the portfolio, ranked #190.

Wealth Management Associates first reported a position in VIK in Q4 2024 and has held it in 6 quarters since. The position peaked at $335K in Q4 2025. 613 funds tracked by Wall St. Rank hold VIK as of Q2 2026.

Wealth Management Associates held 3,145 shares of Viking Holdings worth $329K as of Q2 2026.
Wealth Management Associates bought 60 Viking Holdings shares in Q2 2026, an estimated $5.19K.
Viking Holdings made up 0.09% of Wealth Management Associates's portfolio in Q2 2026, its #190 holding.
Wealth Management Associates first reported a position in Viking Holdings in Q4 2024 and has held it in 6 quarters since.
Wealth Management Associates's Viking Holdings position peaked at $335K in Q4 2025.
613 funds tracked by Wall St. Rank held Viking Holdings as of Q2 2026.

Based on Wealth Management Associates's 13F filing for Q2 2026, filed 21 Jul 2026.