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 Q2	$222K	Hold	2,752	–	–	0.09%	77
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 New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Marshall Investment Management's ARKK Position: Q2 2026 in Review

Marshall Investment Management held its ARK Innovation ETF (ARKK) position steady in Q2 2026 at 2,752 shares worth $222K. 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 6 quarters since. The position peaked at $236K in Q3 2025. 636 funds tracked by Wall St. Rank hold ARKK as of Q2 2026.

Marshall Investment Management held 2,752 shares of ARK Innovation ETF worth $222K as of Q2 2026.
Marshall Investment Management left its ARK Innovation ETF share count unchanged in Q2 2026.
ARK Innovation ETF made up 0.09% of Marshall Investment Management's portfolio in Q2 2026, its #77 holding.
Marshall Investment Management first reported a position in ARK Innovation ETF in Q4 2024 and has held it in 6 quarters since.
Marshall Investment Management's ARK Innovation ETF position peaked at $236K in Q3 2025.
636 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2026.

Based on Marshall Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.