WIA
VIK icon

Westbourne Investment Advisors’s Viking Holdings VIK Stock Holding History

Westbourne Investment 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 		– Sell
-2,925
Closed -$209K – 122
2025
Q4 		$209K Buy
+2,925
New +$187K 0.06% 113
2025
Q3 		– Sell
-3,765
Closed -$201K – 121
2025
Q2 		$201K Buy
+3,765
New +$166K 0.06% 106

Other funds holding VIK

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Westbourne Investment Advisors's VIK Position: Q1 2026 in Review

Westbourne Investment Advisors sold out of Viking Holdings (VIK) in Q1 2026, closing a stake of 2,925 shares — an estimated $209K sold.

Westbourne Investment Advisors first reported a position in VIK in Q2 2025 and held it in 2 quarters. The position peaked at $209K in Q4 2025. 508 funds tracked by Wall St. Rank hold VIK as of Q1 2026.

  • Westbourne Investment Advisors reported no remaining Viking Holdings position as of Q1 2026 after selling out during the quarter.
  • Westbourne Investment Advisors sold 2,925 Viking Holdings shares in Q1 2026, an estimated $209K.
  • Westbourne Investment Advisors first reported a position in Viking Holdings in Q2 2025 and held it in 2 quarters.
  • Westbourne Investment Advisors's Viking Holdings position peaked at $209K in Q4 2025.
  • 508 funds tracked by Wall St. Rank held Viking Holdings as of Q1 2026.

Based on Westbourne Investment Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.