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Planning Strategies Inc.’s Viking Therapeutics VKTX Stock Holding History

Planning Strategies Inc.’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 		$3.67K Buy
+94
New +$3.04K ﹤0.01% 462

Other funds holding VKTX

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
ACM
ACT Capital Management Wayne, Pennsylvania $153M AUM
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return
QPW
Quantum Private Wealth Tampa, Florida $390M AUM 58.18% 1-Year Est. Return
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
LAM
Lewis Asset Management Lafayette, California $285M AUM 32.52% 1-Year Est. Return

Planning Strategies Inc.'s VKTX Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Viking Therapeutics (VKTX) in Q2 2026: 94 shares worth $3.67K. The stake represents ﹤0.01% of the portfolio and ranks #462 among its holdings.

109 funds tracked by Wall St. Rank hold VKTX as of Q2 2026.

  • Planning Strategies Inc. held 94 shares of Viking Therapeutics worth $3.67K as of Q2 2026.
  • Viking Therapeutics was a new Planning Strategies Inc. position in Q2 2026.
  • Viking Therapeutics made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #462 holding.
  • 109 funds tracked by Wall St. Rank held Viking Therapeutics as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.