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McDonald Partners’s ARK Innovation ETF ARKK Stock Holding History

McDonald Partners’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 		$36.4K Buy
+450
New +$34.4K 0.01% 340
2024
Q3 		– Sell
-12,038
Closed -$529K – 241
2024
Q2 		$529K Buy
12,038
+225
+2% +$10K 0.14% 156
2024
Q1 		$592K Hold
11,813
– – 0.16% 152
2023
Q4 		$619K Sell
11,813
-10,230
-46% -$443K 0.18% 137
2023
Q3 		$874K Buy
22,043
+224
+1% +$9.88K 0.28% 103
2023
Q2 		$963K Buy
21,819
+473
+2% +$18.8K 0.29% 96
2023
Q1 		$861K Buy
21,346
+146
+0.7% +$5.59K 0.28% 107
2022
Q4 		$662K Sell
21,200
-88
-0.4% -$3.15K 0.23% 121
2022
Q3 		$803K Buy
21,288
+96
+0.5% +$4.27K 0.31% 99
2022
Q2 		$845K Buy
21,192
+4,977
+31% +$237K 0.22% 128
2022
Q1 		$1.07M Buy
+16,215
New +$1.14M 0.23% 119
2021
Q4 		– Sell
-10,683
Closed -$1.18M – 556
2021
Q3 		$1.18M Buy
10,683
+200
+2% +$24.1K 0.28% 105
2021
Q2 		$1.37M Buy
10,483
+2,706
+35% +$315K 0.32% 91
2021
Q1 		$933K Buy
7,777
+10
+0.1% +$1.35K 0.24% 119
2020
Q4 		$967K Buy
+7,767
New +$842K 0.27% 103

Other funds holding ARKK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

McDonald Partners's ARKK Position: Q2 2026 in Review

McDonald Partners opened a new position in ARK Innovation ETF (ARKK) in Q2 2026: 450 shares worth $36.4K. The stake represents 0.01% of the portfolio and ranks #340 among its holdings. This is a return to the name: McDonald Partners previously reported a position in ARKK as recently as Q2 2024.

McDonald Partners first reported a position in ARKK in Q4 2020 and has held it in 15 quarters since. The position peaked at $1.37M in Q2 2021. 636 funds tracked by Wall St. Rank hold ARKK as of Q2 2026.

  • McDonald Partners held 450 shares of ARK Innovation ETF worth $36.4K as of Q2 2026.
  • ARK Innovation ETF was a new McDonald Partners position in Q2 2026.
  • ARK Innovation ETF made up 0.01% of McDonald Partners's portfolio in Q2 2026, its #340 holding.
  • McDonald Partners first reported a position in ARK Innovation ETF in Q4 2020 and has held it in 15 quarters since.
  • McDonald Partners's ARK Innovation ETF position peaked at $1.37M in Q2 2021.
  • 636 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2026.

Based on McDonald Partners's 13F filing for Q2 2026, filed 28 Jul 2026.