Evermay Wealth Management’s ARK Innovation ETF ARKK Stock Holding History

Evermay Wealth Management’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	$815	Hold	10	–	–	﹤0.01%	620
2026 Q1	$682	Hold	10	–	–	﹤0.01%	569
2025 Q4	$776	Hold	10	–	–	﹤0.01%	539
2025 Q3	$871	Hold	10	–	–	﹤0.01%	515
2025 Q2	$709	Hold	10	–	–	﹤0.01%	529
2025 Q1	$480	Sell	10 -100	-91%	-$5.73K	﹤0.01%	545
2024 Q4	$6.25K	Sell	110 -25	-19%	-$1.34K	﹤0.01%	479
2024 Q3	$6.42K	Buy	135 +100	+286%	+$4.49K	﹤0.01%	491
2024 Q2	$1.54K	Hold	35	–	–	﹤0.01%	554
2024 Q1	$1.76K	Hold	35	–	–	﹤0.01%	547
2023 Q4	$1.84K	Hold	35	–	–	﹤0.01%	521
2023 Q3	$1.39K	Hold	35	–	–	﹤0.01%	516
2023 Q2	$1.55K	Hold	35	–	–	﹤0.01%	502
2023 Q1	$1.42K	Hold	35	–	–	﹤0.01%	491
2022 Q4	$1.1K	Hold	35	–	–	﹤0.01%	508
2022 Q3	$1K	Hold	35	–	–	﹤0.01%	487
2022 Q2	$1K	Sell	35 -226	-87%	-$10.8K	﹤0.01%	486
2022 Q1	$17K	Hold	261	–	–	﹤0.01%	375
2021 Q4	$25K	Buy	261 +35	+15%	+$3.82K	﹤0.01%	338
2021 Q3	$25K	Hold	226	–	–	﹤0.01%	320
2021 Q2	$30K	Buy	+226	New	+$26.3K	0.01%	329

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

Evermay Wealth Management's ARKK Position: Q2 2026 in Review

Evermay Wealth Management held its ARK Innovation ETF (ARKK) position steady in Q2 2026 at 10 shares worth $815. The position accounts for ﹤0.01% of the portfolio, ranked #620.

Evermay Wealth Management first reported a position in ARKK in Q2 2021 and has held it in 21 quarters since. The position peaked at $30K in Q2 2021. 636 funds tracked by Wall St. Rank hold ARKK as of Q2 2026.

Evermay Wealth Management held 10 shares of ARK Innovation ETF worth $815 as of Q2 2026.
Evermay Wealth Management left its ARK Innovation ETF share count unchanged in Q2 2026.
ARK Innovation ETF made up ﹤0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #620 holding.
Evermay Wealth Management first reported a position in ARK Innovation ETF in Q2 2021 and has held it in 21 quarters since.
Evermay Wealth Management's ARK Innovation ETF position peaked at $30K in Q2 2021.
636 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.