Position in VIK
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$533,186
+$330,456 QoQ
Shares Held
5,094
+79.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#59
of 145 holders
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VIK Over Time
Shares Held
Position Value (USD)
Position in Travel Services
Consumer Cyclical · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $5,619,204 across 15 Travel Services names. VIK ranks #5 (9.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABNB |
Airbnb, Inc.
|
7,660 | $1,096,141 | |
| 2 | CCL |
Carnival Corp Ltd.
|
37,222 | $1,063,428 | |
| 3 | BKNG |
Booking Holdings Inc.
|
4,989 | $889,234 | |
| 4 | RCL |
Royal Caribbean Cruises Ltd
|
2,400 | $762,068 | |
| 5 | VIK |
Viking Holdings Ltd
This page
|
5,094 | $533,186 | |
| 6 | EXPE |
Expedia Group, Inc.
|
2,081 | $532,482 | |
| 7 | NCLH |
Norwegian Cruise Line Holdings Ltd.
|
21,157 | $446,622 | |
| 8 | TNL |
Travel & Leisure Co.
|
2,611 | $199,556 |
All Filings in VIK
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $533,186 | 5,094 | Shares | Sole | 2026-07-24 | |
| 2025-12-31 | $202,730 | 2,839 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $4,101 | 66 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $4,741 | 89 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $19,437 | 489 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $21,059 | 478 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,267 | 65 | Shares | Sole | 2024-11-08 | |
| No filing history on record for this holder in this stock. | ||||||