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 Q2	$2.06M	Sell	25,504 -11,722	-31%	-$896K	0.65%	40
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 $1.89T AUM 35.08% 1-Year Est. Return

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

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

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

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

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

Medallion Wealth Advisors's ARKK Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its ARK Innovation ETF (ARKK) stake by 31% in Q2 2026, selling an estimated $896K and leaving 25,504 shares worth $2.06M. The position accounts for 0.65% of the portfolio, ranked #40.

Medallion Wealth Advisors first reported a position in ARKK in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.59M in Q3 2025. 638 funds tracked by Wall St. Rank hold ARKK as of Q2 2026.

Medallion Wealth Advisors held 25,504 shares of ARK Innovation ETF worth $2.06M as of Q2 2026.
Medallion Wealth Advisors sold 11,722 ARK Innovation ETF shares in Q2 2026, an estimated $896K.
ARK Innovation ETF made up 0.65% of Medallion Wealth Advisors's portfolio in Q2 2026, its #40 holding.
Medallion Wealth Advisors first reported a position in ARK Innovation ETF in Q4 2024 and has held it in 7 quarters since.
Medallion Wealth Advisors's ARK Innovation ETF position peaked at $3.59M in Q3 2025.
638 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.