Gerber LLC’s ARK Innovation ETF ARKK Stock Holding History

Gerber LLC’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	$13.7M	Buy	169,246 +966	+0.6%	+$73.9K	6.43%	5
2026 Q1	$11.4M	Sell	168,280 -656	-0.4%	-$48.7K	6.35%	5
2025 Q4	$13M	Sell	168,936 -1,456	-0.9%	-$121K	7.25%	5
2025 Q3	$14.7M	Sell	170,392 -18,323	-10%	-$1.4M	9.24%	4
2025 Q2	$13.3M	Sell	188,715 -535	-0.3%	-$29.5K	9.32%	3
2025 Q1	$9M	Sell	189,250 -295	-0.2%	-$16.9K	7.51%	5
2024 Q4	$10.8M	Sell	189,545 -4,255	-2%	-$228K	7.84%	4
2024 Q3	$9.21M	Sell	193,800 -4,404	-2%	-$198K	6.77%	5
2024 Q2	$8.71M	Sell	198,204 -15,660	-7%	-$699K	6.85%	5
2024 Q1	$10.7M	Sell	213,864 -1,363	-0.6%	-$66.5K	8.99%	2
2023 Q4	$11.3M	Buy	+215,227	New	+$9.32M	10.17%	3

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

Gerber LLC's ARKK Position: Q2 2026 in Review

Gerber LLC increased its ARK Innovation ETF (ARKK) stake by 0.57% in Q2 2026, buying an estimated $73.9K and bringing the position to 169,246 shares worth $13.7M. The position accounts for 6.43% of the portfolio, ranked #5.

Gerber LLC first reported a position in ARKK in Q4 2023 and has held it in 11 quarters since. The position peaked at $14.7M in Q3 2025. 632 funds tracked by Wall St. Rank hold ARKK as of Q2 2026.

Gerber LLC held 169,246 shares of ARK Innovation ETF worth $13.7M as of Q2 2026.
Gerber LLC bought 966 ARK Innovation ETF shares in Q2 2026, an estimated $73.9K.
ARK Innovation ETF made up 6.43% of Gerber LLC's portfolio in Q2 2026, its #5 holding.
Gerber LLC first reported a position in ARK Innovation ETF in Q4 2023 and has held it in 11 quarters since.
Gerber LLC's ARK Innovation ETF position peaked at $14.7M in Q3 2025.
632 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2026.

Based on Gerber LLC's 13F filing for Q2 2026, filed 29 Jul 2026.