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

HB 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 		$729K Buy
9,021
+2,050
+29% +$157K ﹤0.01% 914
2026
Q1 		$471K Sell
6,971
-1,946
-22% -$144K ﹤0.01% 1003
2025
Q4 		$686K Hold
8,917
– – ﹤0.01% 757
2025
Q3 		$770K Buy
8,917
+737
+9% +$56.3K 0.01% 693
2025
Q2 		$575K Sell
8,180
-927
-10% -$51.1K ﹤0.01% 690
2025
Q1 		$433K Buy
9,107
+365
+4% +$20.9K ﹤0.01% 812
2024
Q4 		$496K Buy
8,742
+101
+1% +$5.41K 0.01% 623
2024
Q3 		$411K Sell
8,641
-849
-9% -$38.2K ﹤0.01% 655
2024
Q2 		$417K Buy
9,490
+1,400
+17% +$62.5K ﹤0.01% 599
2024
Q1 		$405K Sell
8,090
-557
-6% -$27.2K 0.01% 560
2023
Q4 		$453K Buy
8,647
+89
+1% +$3.85K 0.01% 490
2023
Q3 		$339K Hold
8,558
– – 0.01% 536
2023
Q2 		$378K Hold
8,558
– – 0.01% 491
2023
Q1 		$345K Buy
8,558
+892
+12% +$34.2K 0.01% 499
2022
Q4 		$239K Sell
7,666
-39
-0.5% -$1.39K ﹤0.01% 590
2022
Q3 		$291K Sell
7,705
-1,120
-13% -$49.9K 0.01% 443
2022
Q2 		$352K Sell
8,825
-20,734
-70% -$987K 0.01% 408
2022
Q1 		$1.96M Buy
29,559
+27,103
+1,104% +$1.91M 0.04% 184
2021
Q4 		$232K Buy
+2,456
New +$268K ﹤0.01% 449

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

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

HB Wealth Management increased its ARK Innovation ETF (ARKK) stake by 29% in Q2 2026, buying an estimated $157K and bringing the position to 9,021 shares worth $729K. The position accounts for ﹤0.01% of the portfolio, ranked #914.

HB Wealth Management first reported a position in ARKK in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.96M in Q1 2022. 639 funds tracked by Wall St. Rank hold ARKK as of Q2 2026.

  • HB Wealth Management held 9,021 shares of ARK Innovation ETF worth $729K as of Q2 2026.
  • HB Wealth Management bought 2,050 ARK Innovation ETF shares in Q2 2026, an estimated $157K.
  • ARK Innovation ETF made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #914 holding.
  • HB Wealth Management first reported a position in ARK Innovation ETF in Q4 2021 and has held it in 19 quarters since.
  • HB Wealth Management's ARK Innovation ETF position peaked at $1.96M in Q1 2022.
  • 639 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.