Family Office Research’s ARK Innovation ETF ARKK Stock Holding History

Family Office Research’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	$238K	Buy	+2,946	New	+$225K	0.09%	74
2026 Q1	–	Sell	-3,031	Closed	-$238K	–	76
2025 Q4	$238K	Hold	3,031	–	–	0.1%	73
2025 Q3	$262K	Buy	3,031 +33	+1%	+$2.52K	0.11%	66
2025 Q2	$211K	Buy	+2,998	New	+$165K	0.1%	67
2025 Q1	–	Sell	-5,294	Closed	-$301K	–	71
2024 Q4	$301K	Buy	+5,294	New	+$284K	0.13%	58

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

Family Office Research's ARKK Position: Q2 2026 in Review

Family Office Research opened a new position in ARK Innovation ETF (ARKK) in Q2 2026: 2,946 shares worth $238K. The stake represents 0.09% of the portfolio and ranks #74 among its holdings. This is a return to the name: Family Office Research previously reported a position in ARKK as recently as Q4 2025.

Family Office Research first reported a position in ARKK in Q4 2024 and has held it in 5 quarters since. The position peaked at $301K in Q4 2024. 639 funds tracked by Wall St. Rank hold ARKK as of Q2 2026.

Family Office Research held 2,946 shares of ARK Innovation ETF worth $238K as of Q2 2026.
ARK Innovation ETF was a new Family Office Research position in Q2 2026.
ARK Innovation ETF made up 0.09% of Family Office Research's portfolio in Q2 2026, its #74 holding.
Family Office Research first reported a position in ARK Innovation ETF in Q4 2024 and has held it in 5 quarters since.
Family Office Research's ARK Innovation ETF position peaked at $301K in Q4 2024.
639 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2026.

Based on Family Office Research's 13F filing for Q2 2026, filed 27 Jul 2026.