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Marshall Investment Management’s ARK Autonomous Technology & Robotics ETF ARKQ Stock Holding History

Marshall Investment Management’s Portfolio ARKQ Stock Details ARKQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$118K Sell
893
-78
-8% -$10.1K 0.05% 91
2026
Q1 		$109K Buy
+971
New +$120K 0.05% 93
2025
Q2 		– Sell
-905
Closed -$60K – 36
2025
Q1 		$60K Buy
905
+100
+12% +$7.62K 0.04% 102
2024
Q4 		$49K Buy
+805
New +$56K 0.03% 104

Other funds holding ARKQ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HP
Hancock Prospecting West Perth, Australia $5.71B AUM 63.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

Marshall Investment Management reduced its ARK Autonomous Technology & Robotics ETF (ARKQ) stake by 8% in Q2 2026, selling an estimated $10.1K and leaving 893 shares worth $118K. The position accounts for 0.05% of the portfolio, ranked #91.

Marshall Investment Management first reported a position in ARKQ in Q4 2024 and has held it in 4 quarters since. 300 funds tracked by Wall St. Rank hold ARKQ as of Q2 2026.

  • Marshall Investment Management held 893 shares of ARK Autonomous Technology & Robotics ETF worth $118K as of Q2 2026.
  • Marshall Investment Management sold 78 ARK Autonomous Technology & Robotics ETF shares in Q2 2026, an estimated $10.1K.
  • ARK Autonomous Technology & Robotics ETF made up 0.05% of Marshall Investment Management's portfolio in Q2 2026, its #91 holding.
  • Marshall Investment Management first reported a position in ARK Autonomous Technology & Robotics ETF in Q4 2024 and has held it in 4 quarters since.
  • 300 funds tracked by Wall St. Rank held ARK Autonomous Technology & Robotics ETF as of Q2 2026.

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