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Moisand Fitzgerald Tamayo’s ARK Innovation ETF ARKK Stock Holding History

Moisand Fitzgerald Tamayo’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 		$21.8K Buy
270
+20
+8% +$1.53K ﹤0.01% 279
2026
Q1 		$16.9K Buy
250
+25
+11% +$1.85K ﹤0.01% 291
2025
Q4 		$17.3K Buy
225
+10
+5% +$828 ﹤0.01% 289
2025
Q3 		$18.6K Buy
215
+15
+8% +$1.15K ﹤0.01% 287
2025
Q2 		$14.1K Hold
200
– – ﹤0.01% 312
2025
Q1 		$9.52K Buy
200
+80
+67% +$4.58K ﹤0.01% 352
2024
Q4 		$6.81K Buy
120
+20
+20% +$1.07K ﹤0.01% 386
2024
Q3 		$4.75K Sell
100
-50
-33% -$2.25K ﹤0.01% 437
2024
Q2 		$6.59K Hold
150
– – ﹤0.01% 357
2024
Q1 		$7.51K Sell
150
-140
-48% -$6.83K ﹤0.01% 345
2023
Q4 		$15.2K Buy
290
+140
+93% +$6.06K ﹤0.01% 287
2023
Q3 		$5.95K Hold
150
– – ﹤0.01% 407
2023
Q2 		$6.62K Hold
150
– – ﹤0.01% 371
2023
Q1 		$6.05K Buy
+150
New +$5.75K ﹤0.01% 389
2021
Q1 		– Sell
-9
Closed -$1K – 353
2020
Q4 		$1K Buy
+9
New +$976 ﹤0.01% 318

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

Moisand Fitzgerald Tamayo's ARKK Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo increased its ARK Innovation ETF (ARKK) stake by 8% in Q2 2026, buying an estimated $1.53K and bringing the position to 270 shares worth $21.8K. The position accounts for ﹤0.01% of the portfolio, ranked #279.

Moisand Fitzgerald Tamayo first reported a position in ARKK in Q4 2020 and has held it in 15 quarters since. 633 funds tracked by Wall St. Rank hold ARKK as of Q2 2026.

  • Moisand Fitzgerald Tamayo held 270 shares of ARK Innovation ETF worth $21.8K as of Q2 2026.
  • Moisand Fitzgerald Tamayo bought 20 ARK Innovation ETF shares in Q2 2026, an estimated $1.53K.
  • ARK Innovation ETF made up ﹤0.01% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #279 holding.
  • Moisand Fitzgerald Tamayo first reported a position in ARK Innovation ETF in Q4 2020 and has held it in 15 quarters since.
  • 633 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.