Lido Advisors
ARKK icon

Lido Advisors’s ARK Innovation ETF ARKK Stock Holding History

Lido 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 		$822K Sell
10,164
-3,750
-27% -$287K ﹤0.01% 1191
2026
Q1 		$941K Sell
13,914
-6,098
-30% -$452K ﹤0.01% 996
2025
Q4 		$1.62M Buy
20,012
+3,111
+18% +$258K ﹤0.01% 794
2025
Q3 		$1.46M Buy
16,901
+5,872
+53% +$449K ﹤0.01% 785
2025
Q2 		$775K Buy
+11,029
New +$608K ﹤0.01% 945
2024
Q2 		– Sell
-4,841
Closed -$242K – 1420
2024
Q1 		$242K Buy
4,841
+474
+11% +$23.1K ﹤0.01% 1190
2023
Q4 		$229K Buy
+4,367
New +$189K ﹤0.01% 1154
2023
Q3 		– Sell
-4,769
Closed -$211K – 1216
2023
Q2 		$211K Sell
4,769
-1,789
-27% -$71.1K ﹤0.01% 1086
2023
Q1 		$265K Buy
6,558
+605
+10% +$23.2K ﹤0.01% 910
2022
Q4 		$186K Sell
5,953
-2,868
-33% -$103K ﹤0.01% 906
2022
Q3 		$332K Buy
8,821
+1,521
+21% +$67.7K ﹤0.01% 717
2022
Q2 		$291K Sell
7,300
-5,998
-45% -$286K ﹤0.01% 756
2022
Q1 		$881K Buy
13,298
+227
+2% +$16K 0.01% 427
2021
Q4 		$1.24M Buy
13,071
+4,151
+47% +$453K 0.01% 373
2021
Q3 		$985K Sell
8,920
-664
-7% -$79.9K 0.01% 411
2021
Q2 		$1.25M Buy
9,584
+2,488
+35% +$290K 0.02% 339
2021
Q1 		$851K Buy
7,096
+743
+12% +$101K 0.01% 371
2020
Q4 		$790K Buy
+6,353
New +$689K 0.02% 366
2020
Q2 		– Sell
-12,022
Closed -$529K – 606
2020
Q1 		$529K Buy
+12,022
New +$613K 0.02% 316

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

Lido Advisors's ARKK Position: Q2 2026 in Review

Lido Advisors reduced its ARK Innovation ETF (ARKK) stake by 27% in Q2 2026, selling an estimated $287K and leaving 10,164 shares worth $822K. The position accounts for ﹤0.01% of the portfolio, ranked #1191.

Lido Advisors first reported a position in ARKK in Q1 2020 and has held it in 19 quarters since. The position peaked at $1.62M in Q4 2025. 636 funds tracked by Wall St. Rank hold ARKK as of Q2 2026.

  • Lido Advisors held 10,164 shares of ARK Innovation ETF worth $822K as of Q2 2026.
  • Lido Advisors sold 3,750 ARK Innovation ETF shares in Q2 2026, an estimated $287K.
  • ARK Innovation ETF made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1191 holding.
  • Lido Advisors first reported a position in ARK Innovation ETF in Q1 2020 and has held it in 19 quarters since.
  • Lido Advisors's ARK Innovation ETF position peaked at $1.62M in Q4 2025.
  • 636 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.