Medallion Wealth Advisors’s ARK Innovation ETF ARKK Stock Holding History

Medallion Wealth Advisors’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 Q1	$2.52M	Sell	37,226 -1,782	-5%	-$132K	0.82%	24
2025 Q4	$3M	Sell	39,008 -2,605	-6%	-$216K	1.01%	19
2025 Q3	$3.59M	Sell	41,613 -3,931	-9%	-$301K	1.28%	14
2025 Q2	$3.16M	Sell	45,544 -4,839	-10%	-$267K	1.22%	15
2025 Q1	$2.41M	Buy	50,383 +1,115	+2%	+$63.9K	1.09%	19
2024 Q4	$2.68M	Buy	+49,268	New	+$2.64M	1.33%	13

Other funds holding ARKK

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Medallion Wealth Advisors's ARKK Position: Q1 2026 in Review

Medallion Wealth Advisors reduced its ARK Innovation ETF (ARKK) stake by 4.6% in Q1 2026, selling an estimated $132K and leaving 37,226 shares worth $2.52M. The position accounts for 0.82% of the portfolio, ranked #24.

Medallion Wealth Advisors first reported a position in ARKK in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.59M in Q3 2025. 586 funds tracked by Wall St. Rank hold ARKK as of Q1 2026.

Medallion Wealth Advisors held 37,226 shares of ARK Innovation ETF worth $2.52M as of Q1 2026.
Medallion Wealth Advisors sold 1,782 ARK Innovation ETF shares in Q1 2026, an estimated $132K.
ARK Innovation ETF made up 0.82% of Medallion Wealth Advisors's portfolio in Q1 2026, its #24 holding.
Medallion Wealth Advisors first reported a position in ARK Innovation ETF in Q4 2024 and has held it in 6 quarters since.
Medallion Wealth Advisors's ARK Innovation ETF position peaked at $3.59M in Q3 2025.
586 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.