Morton Brown Family Wealth’s ARK Innovation ETF ARKK Stock Holding History

Morton Brown Family Wealth’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	-120	Closed	-$8.44K	–	268
2025 Q2	$8.44K	Hold	120	–	–	﹤0.01%	203
2025 Q1	$5.71K	Hold	120	–	–	﹤0.01%	227
2024 Q4	$6.81K	Hold	120	–	–	﹤0.01%	193
2024 Q3	$5.7K	Hold	120	–	–	﹤0.01%	195
2024 Q2	$5.59K	Hold	120	–	–	﹤0.01%	172
2024 Q1	$6.01K	Buy	+120	New	+$5.85K	﹤0.01%	173

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

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

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

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

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

Morton Brown Family Wealth's ARKK Position: Q3 2025 in Review

Morton Brown Family Wealth sold out of ARK Innovation ETF (ARKK) in Q3 2025, closing a stake of 120 shares — an estimated $8.44K sold.

Morton Brown Family Wealth first reported a position in ARKK in Q1 2024 and held it in 6 quarters. The position peaked at $8.44K in Q2 2025. 621 funds tracked by Wall St. Rank hold ARKK as of Q3 2025.

Morton Brown Family Wealth reported no remaining ARK Innovation ETF position as of Q3 2025 after selling out during the quarter.
Morton Brown Family Wealth sold 120 ARK Innovation ETF shares in Q3 2025, an estimated $8.44K.
Morton Brown Family Wealth first reported a position in ARK Innovation ETF in Q1 2024 and held it in 6 quarters.
Morton Brown Family Wealth's ARK Innovation ETF position peaked at $8.44K in Q2 2025.
621 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q3 2025.

Based on Morton Brown Family Wealth's 13F filing for Q3 2025, filed 21 Oct 2025.