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NewEdge Wealth’s ARK Innovation ETF ARKK Stock Holding History

NewEdge 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
2026
Q2 		$204K Buy
+2,529
New +$193K ﹤0.01% 1182
2025
Q4 		– Sell
-2,507
Closed -$213K – 1190
2025
Q3 		$213K Buy
+2,507
New +$192K ﹤0.01% 971

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

NewEdge Wealth's ARKK Position: Q2 2026 in Review

NewEdge Wealth opened a new position in ARK Innovation ETF (ARKK) in Q2 2026: 2,529 shares worth $204K. The stake represents ﹤0.01% of the portfolio and ranks #1182 among its holdings. This is a return to the name: NewEdge Wealth previously reported a position in ARKK as recently as Q3 2025.

NewEdge Wealth first reported a position in ARKK in Q3 2025 and has held it in 2 quarters since. The position peaked at $213K in Q3 2025. 639 funds tracked by Wall St. Rank hold ARKK as of Q2 2026.

  • NewEdge Wealth held 2,529 shares of ARK Innovation ETF worth $204K as of Q2 2026.
  • ARK Innovation ETF was a new NewEdge Wealth position in Q2 2026.
  • ARK Innovation ETF made up ﹤0.01% of NewEdge Wealth's portfolio in Q2 2026, its #1182 holding.
  • NewEdge Wealth first reported a position in ARK Innovation ETF in Q3 2025 and has held it in 2 quarters since.
  • NewEdge Wealth's ARK Innovation ETF position peaked at $213K in Q3 2025.
  • 639 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.