Cahill Wealth Management, LLC VKTX — VIKING THERAPEUTICS INC

Ownership history in Cahill Wealth Management, LLC  ·  5 quarters on record

AI Ownership Summary

Cahill Wealth Management, LLC reported VIKING THERAPEUTICS INC (VKTX) in 5 quarterly 13F filings from 2024 Q1 through 2025 Q1. Peak portfolio weight reached 0.47% in 2024 Q1. The latest visible filing shows VKTX at 0.26% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VKTX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cahill Wealth Management, LLC's position in VIKING THERAPEUTICS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q1

VKTX was reported at 0.26% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.47% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

VKTX stock page Cahill Wealth Management, LLC fund profile Cahill Wealth Management, LLC full holdings
How Cahill Wealth Management, LLC held VKTX — position size vs. price
% of Fund (quarterly)    VKTX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q1 ADDED — — — 21,286 +5,991 +39.2% 0.26% $514K 2025-05-15 (Est.) $27.40
2024 Q4 ADDED — — — 15,295 +1,515 +11.0% 0.31% $615K 2025-02-13 $29.50
2024 Q3 ADDED — — — 13,780 +1,196 +9.5% 0.45% $872K 2024-11-01 $72.88
2024 Q2 ADDED — — — 12,584 +2,738 +27.8% 0.40% $667K 2024-08-13 $56.20
2024 Q1 INITIATED — — — 9,846 — — 0.47% $807K 2024-05-10 $73.64

🏢 Other funds also holding VKTX

As of 2026 Q1 — sorted by position size

ACT CAPITAL MANAGEMENT, LLC 3Y 5.35% DIADEMA PARTNERS LP 3.65% First Washington CORP 3Y 7Y 3.55% DIADEMA PARTNERS LP 2.91% MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV 1.86% BlackBarn Capital Partners LP 1.63% Persistent Asset Partners Ltd 1.61% Artia Global Partners LP 3Y 1.18% Quantum Private Wealth, LLC 3Y 1.06% Lewis Asset Management, LLC 0.85%

FAQ About Cahill Wealth Management, LLC and VKTX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Cahill Wealth Management, LLC reported owning VKTX?

Cahill Wealth Management, LLC reported VKTX across 5 quarterly 13F filings, from 2024 Q1 through 2025 Q1.

What was the largest reported VKTX position in Cahill Wealth Management, LLC's portfolio?

The largest reported portfolio weight for VKTX was 0.47% in 2024 Q1.

What is the latest reported VKTX position on this page?

The most recent filing on this page is 2025 Q1, when Cahill Wealth Management, LLC reported 21,286 shares, equal to 0.26% of portfolio, with an estimated market value of $514K.

What does the chart on this VKTX ownership page compare?

The chart compares Cahill Wealth Management, LLC's quarterly VKTX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Cahill Wealth Management, LLC time their VKTX position?

Based on 13F filing dates vs. subsequent VKTX price moves, Cahill Wealth Management, LLC correctly timed 1 out of 4 reported position changes (25%). The annualised alpha on VKTX relative to SPY over the holding period was -67.1%.

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