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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
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
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

Wealth Management Associates's VIK Position: Q1 2026 in Review

Wealth Management Associates reduced its Viking Holdings (VIK) stake by 34% in Q1 2026, selling an estimated $117K and leaving 3,085 shares worth $227K. The position accounts for 0.08% of the portfolio, ranked #214.

Wealth Management Associates first reported a position in VIK in Q4 2024 and has held it in 5 quarters since. The position peaked at $335K in Q4 2025. 504 funds tracked by Wall St. Rank hold VIK as of Q1 2026.

  • Wealth Management Associates held 3,085 shares of Viking Holdings worth $227K as of Q1 2026.
  • Wealth Management Associates sold 1,605 Viking Holdings shares in Q1 2026, an estimated $117K.
  • Viking Holdings made up 0.08% of Wealth Management Associates's portfolio in Q1 2026, its #214 holding.
  • Wealth Management Associates first reported a position in Viking Holdings in Q4 2024 and has held it in 5 quarters since.
  • Wealth Management Associates's Viking Holdings position peaked at $335K in Q4 2025.
  • 504 funds tracked by Wall St. Rank held Viking Holdings as of Q1 2026.

Based on Wealth Management Associates's 13F filing for Q1 2026, filed 13 May 2026.