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Atria Investments’s ARK Innovation ETF ARKK Stock Holding History

Atria Investments’s Portfolio ARKK Stock Details ARKK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$312K Buy
+3,865
New +$296K ﹤0.01% 1825
2025
Q2 		– Sell
-18,031
Closed -$858K – 1986
2025
Q1 		$858K Buy
+18,031
New +$1.03M 0.01% 1070
2024
Q3 		– Sell
-22,238
Closed -$977K – 1904
2024
Q2 		$977K Sell
22,238
-4,420
-17% -$197K 0.01% 940
2024
Q1 		$1.34M Buy
+26,658
New +$1.3M 0.02% 816
2022
Q2 		– Sell
-35,583
Closed -$2.36M – 755
2022
Q1 		$2.36M Sell
35,583
-22,489
-39% -$1.59M 0.04% 500
2021
Q4 		$5.49M Buy
58,072
+3,229
+6% +$353K 0.1% 255
2021
Q3 		$6.06M Buy
54,843
+2,717
+5% +$327K 0.11% 210
2021
Q2 		$6.82M Sell
52,126
-5,238
-9% -$611K 0.13% 178
2021
Q1 		$6.88M Sell
57,364
-2,848
-5% -$385K 0.15% 155
2020
Q4 		$7.5M Buy
60,212
+34,680
+136% +$3.76M 0.18% 135
2020
Q3 		$2.35M Sell
25,532
-2,473
-9% -$212K 0.07% 300
2020
Q2 		$2M Buy
+28,005
New +$1.64M 0.07% 310
2020
Q1 		– Sell
-5,243
Closed -$262K – 601
2019
Q4 		$262K Sell
5,243
-1,507
-22% -$70K 0.01% 1027
2019
Q3 		$290K Buy
+6,750
New +$310K 0.01% 727

Other funds holding ARKK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Atria Investments's ARKK Position: Q2 2026 in Review

Atria Investments opened a new position in ARK Innovation ETF (ARKK) in Q2 2026: 3,865 shares worth $312K. The stake represents ﹤0.01% of the portfolio and ranks #1825 among its holdings. This is a return to the name: Atria Investments previously reported a position in ARKK as recently as Q1 2025.

Atria Investments first reported a position in ARKK in Q3 2019 and has held it in 14 quarters since. The position peaked at $7.5M in Q4 2020. 639 funds tracked by Wall St. Rank hold ARKK as of Q2 2026.

  • Atria Investments held 3,865 shares of ARK Innovation ETF worth $312K as of Q2 2026.
  • ARK Innovation ETF was a new Atria Investments position in Q2 2026.
  • ARK Innovation ETF made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1825 holding.
  • Atria Investments first reported a position in ARK Innovation ETF in Q3 2019 and has held it in 14 quarters since.
  • Atria Investments's ARK Innovation ETF position peaked at $7.5M in Q4 2020.
  • 639 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.