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MAI Capital Management’s ARK Genomic Revolution ETF ARKG Stock Holding History

MAI Capital Management’s Portfolio ARKG Stock Details ARKG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$37.3K Sell
1,410
-109
-7% -$3.19K ﹤0.01% 2420
2025
Q4 		$44K Sell
1,519
-120
-7% -$3.6K ﹤0.01% 2088
2025
Q3 		$45.5K Buy
1,639
+139
+9% +$3.51K ﹤0.01% 1985
2025
Q2 		$36.5K Sell
1,500
-405
-21% -$8.88K ﹤0.01% 2035
2025
Q1 		$39.6K Buy
1,905
+19
+1% +$477 ﹤0.01% 1862
2024
Q4 		$44.4K Buy
+1,886
New +$46.4K ﹤0.01% 1840
2022
Q1 		– Sell
-3,655
Closed -$224K – 929
2021
Q4 		$224K Buy
+3,655
New +$253K ﹤0.01% 794

Other funds holding ARKG

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return