Loring Wolcott & Coolidge Fiduciary Advisors’s ARK Web x.0 ETF ARKW Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio ARKW Stock Details ARKW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$157K	Hold	1,086	–	–	﹤0.01%	346
2026 Q1	$134K	Hold	1,086	–	–	﹤0.01%	352
2025 Q4	$158K	Hold	1,086	–	–	﹤0.01%	339
2025 Q3	$188K	Sell	1,086 -316	-23%	-$50.1K	﹤0.01%	322
2025 Q2	$207K	Hold	1,402	–	–	﹤0.01%	272
2025 Q1	$136K	Buy	+1,402	New	+$155K	﹤0.01%	306
2021 Q4	–	Sell	-151	Closed	-$21K	–	720
2021 Q3	$21K	Buy	+151	New	+$22.3K	﹤0.01%	520
2019 Q2	–	Sell	-1,196	Closed	-$62K	–	709
2019 Q1	$62K	Hold	1,196	–	–	﹤0.01%	378
2018 Q4	$51K	Hold	1,196	–	–	﹤0.01%	410
2018 Q3	$69K	Hold	1,196	–	–	﹤0.01%	391
2018 Q2	$66K	Buy	+1,196	New	+$63.6K	﹤0.01%	401

Other funds holding ARKW

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RZH

Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

WMP

Wealth Management Partners Tucson, Arizona $425M AUM 60.71% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

Loring Wolcott & Coolidge Fiduciary Advisors held its ARK Web x.0 ETF (ARKW) position steady in Q2 2026 at 1,086 shares worth $157K. The position accounts for ﹤0.01% of the portfolio, ranked #346.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in ARKW in Q2 2018 and has held it in 11 quarters since. The position peaked at $207K in Q2 2025. 128 funds tracked by Wall St. Rank hold ARKW as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 1,086 shares of ARK Web x.0 ETF worth $157K as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors left its ARK Web x.0 ETF share count unchanged in Q2 2026.
ARK Web x.0 ETF made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #346 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in ARK Web x.0 ETF in Q2 2018 and has held it in 11 quarters since.
Loring Wolcott & Coolidge Fiduciary Advisors's ARK Web x.0 ETF position peaked at $207K in Q2 2025.
128 funds tracked by Wall St. Rank held ARK Web x.0 ETF as of Q2 2026.

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