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Marshall Investment Management’s ARK Innovation ETF ARKK Stock Holding History

Marshall Investment 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
Q1 		$186K Buy
2,752
+8
+0.3% +$594 0.09% 77
2025
Q4 		$211K Buy
2,744
+12
+0.4% +$994 0.11% 74
2025
Q3 		$236K Buy
+2,732
New +$209K 0.12% 68
2025
Q2 		– Sell
-2,700
Closed -$128K – 35
2025
Q1 		$128K Sell
2,700
-607
-18% -$34.8K 0.08% 84
2024
Q4 		$157K Buy
+3,307
New +$177K 0.09% 75

Other funds holding ARKK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
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 $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Marshall Investment Management's ARKK Position: Q1 2026 in Review

Marshall Investment Management increased its ARK Innovation ETF (ARKK) stake by 0.29% in Q1 2026, buying an estimated $594 and bringing the position to 2,752 shares worth $186K. The position accounts for 0.09% of the portfolio, ranked #77.

Marshall Investment Management first reported a position in ARKK in Q4 2024 and has held it in 5 quarters since. The position peaked at $236K in Q3 2025. 586 funds tracked by Wall St. Rank hold ARKK as of Q1 2026.

  • Marshall Investment Management held 2,752 shares of ARK Innovation ETF worth $186K as of Q1 2026.
  • Marshall Investment Management bought 8 ARK Innovation ETF shares in Q1 2026, an estimated $594.
  • ARK Innovation ETF made up 0.09% of Marshall Investment Management's portfolio in Q1 2026, its #77 holding.
  • Marshall Investment Management first reported a position in ARK Innovation ETF in Q4 2024 and has held it in 5 quarters since.
  • Marshall Investment Management's ARK Innovation ETF position peaked at $236K in Q3 2025.
  • 586 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q1 2026.

Based on Marshall Investment Management's 13F filing for Q1 2026, filed 8 May 2026.