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Concurrent Investment Advisors’s ARK Innovation ETF ARKK Stock Holding History

Concurrent Investment Advisors’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 		$1.82M Buy
22,542
+8,189
+57% +$626K 0.02% 752
2026
Q1 		$970K Sell
14,353
-111,904
-89% -$8.3M 0.01% 891
2025
Q4 		$9.71M Buy
126,257
+530
+0.4% +$43.9K 0.11% 190
2025
Q3 		$10.9M Buy
125,727
+12,380
+11% +$946K 0.19% 116
2025
Q2 		$7.97M Buy
113,347
+99,067
+694% +$5.46M 0.15% 141
2025
Q1 		$679K Buy
14,280
+2,172
+18% +$124K 0.02% 654
2024
Q4 		$687K Buy
12,108
+1,519
+14% +$81.4K 0.02% 585
2024
Q3 		$503K Sell
10,589
-1,249
-11% -$56.1K 0.01% 618
2024
Q2 		$520K Sell
11,838
-852
-7% -$38.1K 0.02% 576
2024
Q1 		$636K Sell
12,690
-607
-5% -$29.6K 0.03% 481
2023
Q4 		$696K Buy
+13,297
New +$576K 0.03% 410

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

Concurrent Investment Advisors's ARKK Position: Q2 2026 in Review

Concurrent Investment Advisors increased its ARK Innovation ETF (ARKK) stake by 57% in Q2 2026, buying an estimated $626K and bringing the position to 22,542 shares worth $1.82M. The position accounts for 0.02% of the portfolio, ranked #752.

Concurrent Investment Advisors first reported a position in ARKK in Q4 2023 and has held it in 11 quarters since. The position peaked at $10.9M in Q3 2025. 633 funds tracked by Wall St. Rank hold ARKK as of Q2 2026.

  • Concurrent Investment Advisors held 22,542 shares of ARK Innovation ETF worth $1.82M as of Q2 2026.
  • Concurrent Investment Advisors bought 8,189 ARK Innovation ETF shares in Q2 2026, an estimated $626K.
  • ARK Innovation ETF made up 0.02% of Concurrent Investment Advisors's portfolio in Q2 2026, its #752 holding.
  • Concurrent Investment Advisors first reported a position in ARK Innovation ETF in Q4 2023 and has held it in 11 quarters since.
  • Concurrent Investment Advisors's ARK Innovation ETF position peaked at $10.9M in Q3 2025.
  • 633 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.