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EverSource Wealth Advisors’s ARK Innovation ETF ARKK Stock Holding History

EverSource Wealth 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 		$1.89M Buy
23,422
+3,610
+18% +$276K 0.06% 228
2026
Q1 		$1.34M Buy
19,812
+1,598
+9% +$119K 0.04% 311
2025
Q4 		$1.4M Buy
18,214
+3,035
+20% +$251K 0.05% 267
2025
Q3 		$1.31M Buy
15,179
+1,184
+8% +$90.5K 0.05% 254
2025
Q2 		$984K Sell
13,995
-149
-1% -$8.21K 0.04% 285
2025
Q1 		$673K Buy
14,144
+5,999
+74% +$344K 0.04% 325
2024
Q4 		$462K Buy
8,145
+7,105
+683% +$381K 0.03% 393
2024
Q3 		$49.4K Sell
1,040
-1,467
-59% -$65.9K ﹤0.01% 1078
2024
Q2 		$114K Sell
2,507
-22,955
-90% -$1.03M 0.01% 746
2024
Q1 		$1.11M Buy
25,462
+24,335
+2,159% +$1.19M 0.09% 169
2023
Q4 		$59K Sell
1,127
-132
-10% -$5.71K 0.01% 831
2023
Q3 		$49.9K Sell
1,259
-1
-0.1% -$44 0.01% 807
2023
Q2 		$55.6K Sell
1,260
-88
-7% -$3.5K 0.01% 798
2023
Q1 		$54.4K Buy
1,348
+703
+109% +$26.9K 0.01% 767
2022
Q4 		$20.1K Buy
645
+543
+532% +$19.4K ﹤0.01% 1069
2022
Q3 		$4K Sell
102
-48
-32% -$2.14K ﹤0.01% 1410
2022
Q2 		$6K Buy
150
+4
+3% +$190 ﹤0.01% 1179
2022
Q1 		$10K Buy
146
+81
+125% +$5.72K ﹤0.01% 958
2021
Q4 		$6K Buy
+65
New +$7.1K ﹤0.01% 1160

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

EverSource Wealth Advisors's ARKK Position: Q2 2026 in Review

EverSource Wealth Advisors increased its ARK Innovation ETF (ARKK) stake by 18% in Q2 2026, buying an estimated $276K and bringing the position to 23,422 shares worth $1.89M. The position accounts for 0.06% of the portfolio, ranked #228.

EverSource Wealth Advisors first reported a position in ARKK in Q4 2021 and has held it in 19 quarters since. 633 funds tracked by Wall St. Rank hold ARKK as of Q2 2026.

  • EverSource Wealth Advisors held 23,422 shares of ARK Innovation ETF worth $1.89M as of Q2 2026.
  • EverSource Wealth Advisors bought 3,610 ARK Innovation ETF shares in Q2 2026, an estimated $276K.
  • ARK Innovation ETF made up 0.06% of EverSource Wealth Advisors's portfolio in Q2 2026, its #228 holding.
  • EverSource Wealth Advisors first reported a position in ARK Innovation ETF in Q4 2021 and has held it in 19 quarters since.
  • 633 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.