Envestnet Portfolio Solutions’s ARK Innovation ETF ARKK Stock Holding History

Envestnet Portfolio Solutions’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	–	Sell	-8,673	Closed	-$586K	–	1375
2026 Q1	$586K	Buy	8,673 +583	+7%	+$43.3K	﹤0.01%	830
2025 Q4	$622K	Buy	+8,090	New	+$670K	﹤0.01%	956
2025 Q2	–	Sell	-16,876	Closed	-$803K	–	1523
2025 Q1	$803K	Sell	16,876 -2,141	-11%	-$123K	﹤0.01%	867
2024 Q4	$1.08M	Buy	19,017 +5,800	+44%	+$311K	﹤0.01%	890
2024 Q3	$628K	Buy	13,217 +51	+0.4%	+$2.29K	﹤0.01%	1078
2024 Q2	$579K	Sell	13,166 -391	-3%	-$17.5K	﹤0.01%	1075
2024 Q1	$679K	Sell	13,557 -5,281	-28%	-$258K	﹤0.01%	991
2023 Q4	$987K	Buy	18,838 +524	+3%	+$22.7K	﹤0.01%	796
2023 Q3	$727K	Buy	+18,314	New	+$807K	﹤0.01%	835

Other funds holding ARKK

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Portfolio Solutions's ARKK Position: Q2 2026 in Review

Envestnet Portfolio Solutions sold out of ARK Innovation ETF (ARKK) in Q2 2026, closing a stake of 8,673 shares — an estimated $586K sold.

Envestnet Portfolio Solutions first reported a position in ARKK in Q3 2023 and held it in 9 quarters. The position peaked at $1.08M in Q4 2024. 639 funds tracked by Wall St. Rank hold ARKK as of Q2 2026.

Envestnet Portfolio Solutions reported no remaining ARK Innovation ETF position as of Q2 2026 after selling out during the quarter.
Envestnet Portfolio Solutions sold 8,673 ARK Innovation ETF shares in Q2 2026, an estimated $586K.
Envestnet Portfolio Solutions first reported a position in ARK Innovation ETF in Q3 2023 and held it in 9 quarters.
Envestnet Portfolio Solutions's ARK Innovation ETF position peaked at $1.08M in Q4 2024.
639 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.