Westover Capital Advisors’s Viking Holdings VIK Stock Holding History

Westover Capital 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	$471K	Hold	4,500	–	–	0.08%	161
2026 Q1	$331K	Hold	4,500	–	–	0.06%	185
2025 Q4	$321K	Hold	4,500	–	–	0.06%	191
2025 Q3	$280K	Hold	4,500	–	–	0.05%	194
2025 Q2	$240K	Buy	+4,500	New	+$199K	0.05%	205

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

Westover Capital Advisors's VIK Position: Q2 2026 in Review

Westover Capital Advisors held its Viking Holdings (VIK) position steady in Q2 2026 at 4,500 shares worth $471K. The position accounts for 0.08% of the portfolio, ranked #161.

Westover Capital Advisors first reported a position in VIK in Q2 2025 and has held it in 5 quarters since. 610 funds tracked by Wall St. Rank hold VIK as of Q2 2026.

Westover Capital Advisors held 4,500 shares of Viking Holdings worth $471K as of Q2 2026.
Westover Capital Advisors left its Viking Holdings share count unchanged in Q2 2026.
Viking Holdings made up 0.08% of Westover Capital Advisors's portfolio in Q2 2026, its #161 holding.
Westover Capital Advisors first reported a position in Viking Holdings in Q2 2025 and has held it in 5 quarters since.
610 funds tracked by Wall St. Rank held Viking Holdings as of Q2 2026.

Based on Westover Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.