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Viking Holdings shares owned by Monticello Wealth Management

Quarter-by-quarter ownership of Viking Holdings (VIK) shares owned by Monticello Wealth Management from 13F filings

Historical chart of Monticello Wealth Management investment in Viking Holdings

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All positions including Viking Holdings held by Monticello Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Viking Holdings by Monticello Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $269k 2.6k 104.67

More positions owned by Monticello Wealth Management

Spdr Series Trust St Str P500etf (SPYM)
Pgim Etf Tr Aaa Clo Etf (PAAA)
Victory Portfolios Ii Core Plus Bd Etf (UBND)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Dimensional Etf Trust Us Equi Mark Etf (DFUS)
Spdr Series Trust St Str P400mid (SPMD)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Usa Mmentm (MTUM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Ishares Tr Core S&p Ttl Stk (ITOT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Monticello Wealth Management

Top funds holding Viking Holdings

Capital Research Global Investors
FMR
Canada Pension Plan Investment Board
Invesco
Massachusetts Financial Services
AQR Capital Management
Select Equity
Federated Investors
Wellington Management Company
BlackRock
American Century Companies
Norges Bank Investment Management
Castle Hook Partners
Jpmorgan Chase & Co
Agf Management

View all funds holding Viking Holdings