BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s Viking Holdings VIK Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’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	$59.3K	Buy	567 +422	+291%	+$36.5K	0.01%	900
2026 Q1	$10.7K	Buy	145 +60	+71%	+$4.38K	﹤0.01%	1548
2025 Q4	$6.07K	Sell	85 -18	-17%	-$1.15K	﹤0.01%	1818
2025 Q3	$6.4K	Buy	+103	New	+$6.14K	﹤0.01%	1739

Other funds holding VIK

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s VIK Position: Q2 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. increased its Viking Holdings (VIK) stake by 291% in Q2 2026, buying an estimated $36.5K and bringing the position to 567 shares worth $59.3K. The position accounts for 0.01% of the portfolio, ranked #900.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in VIK in Q3 2025 and has held it in 4 quarters since. 618 funds tracked by Wall St. Rank hold VIK as of Q2 2026.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. held 567 shares of Viking Holdings worth $59.3K as of Q2 2026.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. bought 422 Viking Holdings shares in Q2 2026, an estimated $36.5K.
Viking Holdings made up 0.01% of BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s portfolio in Q2 2026, its #900 holding.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in Viking Holdings in Q3 2025 and has held it in 4 quarters since.
618 funds tracked by Wall St. Rank held Viking Holdings as of Q2 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q2 2026, filed 30 Oct 2026.