Marshall Investment Management’s ARK Web x.0 ETF ARKW Stock Holding History

Marshall Investment Management’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	$1.86M	Sell	12,808 -240	-2%	-$33.6K	0.77%	43
2026 Q1	$1.57M	Sell	13,048 -6,043	-32%	-$802K	0.75%	43
2025 Q4	$2.82M	Sell	19,091 -1,029	-5%	-$167K	1.42%	23
2025 Q3	$3.51M	Buy	20,120 +6,693	+50%	+$1.06M	1.86%	16
2025 Q2	$1.98M	Sell	13,427 -2,397	-15%	-$274K	9.42%	3
2025 Q1	$1.5M	Sell	15,824 -550	-3%	-$60.6K	0.93%	34
2024 Q4	$1.39M	Buy	+16,374	New	+$1.64M	0.82%	37

Other funds holding ARKW

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

KAS

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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

Marshall Investment Management reduced its ARK Web x.0 ETF (ARKW) stake by 1.8% in Q2 2026, selling an estimated $33.6K and leaving 12,808 shares worth $1.86M. The position accounts for 0.77% of the portfolio, ranked #43.

Marshall Investment Management first reported a position in ARKW in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.51M in Q3 2025. 226 funds tracked by Wall St. Rank hold ARKW as of Q2 2026.

Marshall Investment Management held 12,808 shares of ARK Web x.0 ETF worth $1.86M as of Q2 2026.
Marshall Investment Management sold 240 ARK Web x.0 ETF shares in Q2 2026, an estimated $33.6K.
ARK Web x.0 ETF made up 0.77% of Marshall Investment Management's portfolio in Q2 2026, its #43 holding.
Marshall Investment Management first reported a position in ARK Web x.0 ETF in Q4 2024 and has held it in 7 quarters since.
Marshall Investment Management's ARK Web x.0 ETF position peaked at $3.51M in Q3 2025.
226 funds tracked by Wall St. Rank held ARK Web x.0 ETF as of Q2 2026.

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