Nalls Sherbakoff Group’s ARK Innovation ETF ARKK Stock Holding History

Nalls Sherbakoff Group’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 Q4	$4.53K	Hold	59	–	–	﹤0.01%	374
2025 Q3	$5.08K	Hold	59	–	–	﹤0.01%	357
2025 Q2	$4.14K	Sell	59 -43	-42%	-$2.37K	﹤0.01%	365
2025 Q1	$4.84K	Buy	+102	New	+$5.84K	﹤0.01%	332
2023 Q4	$5.33K	Sell	102 -13	-11%	-$563	﹤0.01%	301
2023 Q3	$4.55K	Sell	115 -4	-3%	-$176	﹤0.01%	306
2023 Q2	$4.81K	Hold	119	–	–	﹤0.01%	303
2023 Q1	$4.58K	Buy	+119	New	+$4.56K	﹤0.01%	312

Other funds holding ARKK

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Nalls Sherbakoff Group's ARKK Position: Q4 2025 in Review

Nalls Sherbakoff Group held its ARK Innovation ETF (ARKK) position steady in Q4 2025 at 59 shares worth $4.53K. The position accounts for ﹤0.01% of the portfolio, ranked #374.

Nalls Sherbakoff Group first reported a position in ARKK in Q1 2023 and has held it in 8 quarters since. The position peaked at $5.33K in Q4 2023. 629 funds tracked by Wall St. Rank hold ARKK as of Q4 2025.

Nalls Sherbakoff Group held 59 shares of ARK Innovation ETF worth $4.53K as of Q4 2025.
Nalls Sherbakoff Group left its ARK Innovation ETF share count unchanged in Q4 2025.
ARK Innovation ETF made up ﹤0.01% of Nalls Sherbakoff Group's portfolio in Q4 2025, its #374 holding.
Nalls Sherbakoff Group first reported a position in ARK Innovation ETF in Q1 2023 and has held it in 8 quarters since.
Nalls Sherbakoff Group's ARK Innovation ETF position peaked at $5.33K in Q4 2023.
629 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q4 2025.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2025, filed 12 Mar 2026.