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 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 $8.07B AUM 24.97% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

ACM

Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Marshall Investment Management reduced its ARK Web x.0 ETF (ARKW) stake by 32% in Q1 2026, selling an estimated $802K and leaving 13,048 shares worth $1.57M. The position accounts for 0.75% of the portfolio, ranked #43.

Marshall Investment Management first reported a position in ARKW in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.51M in Q3 2025. 223 funds tracked by Wall St. Rank hold ARKW as of Q1 2026.

Marshall Investment Management held 13,048 shares of ARK Web x.0 ETF worth $1.57M as of Q1 2026.
Marshall Investment Management sold 6,043 ARK Web x.0 ETF shares in Q1 2026, an estimated $802K.
ARK Web x.0 ETF made up 0.75% of Marshall Investment Management's portfolio in Q1 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 6 quarters since.
Marshall Investment Management's ARK Web x.0 ETF position peaked at $3.51M in Q3 2025.
223 funds tracked by Wall St. Rank held ARK Web x.0 ETF as of Q1 2026.

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