MassMutual Private Wealth & Trust’s ARK Innovation ETF ARKK Stock Holding History

MassMutual Private Wealth & Trust’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
2025 Q3	–	Sell	-287	Closed	-$20.2K	–	2368
2025 Q2	$20.2K	Buy	+287	New	+$15.8K	﹤0.01%	1103
2023 Q2	–	Sell	-180	Closed	-$7.16K	–	1907
2023 Q1	$7.26K	Sell	180 -70	-28%	-$2.68K	﹤0.01%	1039
2022 Q4	$8K	Buy	+250	New	+$8.94K	﹤0.01%	833
2019 Q2	–	Sell	-85	Closed	-$3.97K	–	748
2019 Q1	$3.97K	Hold	85	–	–	﹤0.01%	715
2018 Q4	$3.16K	Sell	85 -85	-50%	-$3.59K	﹤0.01%	745
2018 Q3	$8.05K	Hold	170	–	–	﹤0.01%	633
2018 Q2	$7.65K	Hold	170	–	–	﹤0.01%	648
2018 Q1	$6.64K	Buy	170 +70	+70%	+$2.87K	﹤0.01%	660
2017 Q4	$3.71K	Buy	+100	New	+$3.6K	﹤0.01%	697

Other funds holding ARKK

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

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

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

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

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

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 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

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

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

MassMutual Private Wealth & Trust's ARKK Position: Q3 2025 in Review

MassMutual Private Wealth & Trust sold out of ARK Innovation ETF (ARKK) in Q3 2025, closing a stake of 287 shares — an estimated $20.2K sold.

MassMutual Private Wealth & Trust first reported a position in ARKK in Q4 2017 and held it in 9 quarters. The position peaked at $20.2K in Q2 2025. 622 funds tracked by Wall St. Rank hold ARKK as of Q3 2025.

MassMutual Private Wealth & Trust reported no remaining ARK Innovation ETF position as of Q3 2025 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 287 ARK Innovation ETF shares in Q3 2025, an estimated $20.2K.
MassMutual Private Wealth & Trust first reported a position in ARK Innovation ETF in Q4 2017 and held it in 9 quarters.
MassMutual Private Wealth & Trust's ARK Innovation ETF position peaked at $20.2K in Q2 2025.
622 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q3 2025.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2025, filed 22 Oct 2025.