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Loring Wolcott & Coolidge Fiduciary Advisors’s ARK Innovation ETF ARKK Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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 		$173K Hold
2,140
– – ﹤0.01% 335
2026
Q1 		$148K Sell
2,140
-103
-5% -$7.64K ﹤0.01% 344
2025
Q4 		$179K Hold
2,243
– – ﹤0.01% 321
2025
Q3 		$197K Sell
2,243
-185
-8% -$14.1K ﹤0.01% 316
2025
Q2 		$171K Hold
2,428
– – ﹤0.01% 296
2025
Q1 		$116K Buy
2,428
+1,703
+235% +$97.6K ﹤0.01% 320
2024
Q4 		$44K Hold
725
– – ﹤0.01% 405
2024
Q3 		$34.4K Sell
725
-320
-31% -$14.4K ﹤0.01% 422
2024
Q2 		$51.6K Sell
1,045
-601
-37% -$26.8K ﹤0.01% 388
2024
Q1 		$70.1K Buy
+1,646
New +$80.3K ﹤0.01% 365
2021
Q1 		– Sell
-90
Closed -$11K – 326
2020
Q4 		$11K Buy
+90
New +$9.76K ﹤0.01% 551

Other funds holding ARKK

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
ACA
Ascension Capital Advisors Houston, Texas $356M AUM 16.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's ARKK Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors held its ARK Innovation ETF (ARKK) position steady in Q2 2026 at 2,140 shares worth $173K. The position accounts for ﹤0.01% of the portfolio, ranked #335.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in ARKK in Q4 2020 and has held it in 11 quarters since. The position peaked at $197K in Q3 2025. 381 funds tracked by Wall St. Rank hold ARKK as of Q2 2026.

  • Loring Wolcott & Coolidge Fiduciary Advisors held 2,140 shares of ARK Innovation ETF worth $173K as of Q2 2026.
  • Loring Wolcott & Coolidge Fiduciary Advisors left its ARK Innovation ETF share count unchanged in Q2 2026.
  • ARK Innovation ETF made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #335 holding.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in ARK Innovation ETF in Q4 2020 and has held it in 11 quarters since.
  • Loring Wolcott & Coolidge Fiduciary Advisors's ARK Innovation ETF position peaked at $197K in Q3 2025.
  • 381 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.