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
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 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 $235B AUM 32.99% 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

NewEdge Wealth's ARKK Position: Q4 2025 in Review

NewEdge Wealth sold out of ARK Innovation ETF (ARKK) in Q4 2025, closing a stake of 2,507 shares — an estimated $213K sold.

NewEdge Wealth first reported a position in ARKK in Q3 2025 and held it in 1 quarter. The position peaked at $213K in Q3 2025. 629 funds tracked by Wall St. Rank hold ARKK as of Q4 2025.

NewEdge Wealth reported no remaining ARK Innovation ETF position as of Q4 2025 after selling out during the quarter.
NewEdge Wealth sold 2,507 ARK Innovation ETF shares in Q4 2025, an estimated $213K.
NewEdge Wealth first reported a position in ARK Innovation ETF in Q3 2025 and held it in 1 quarter.
NewEdge Wealth's ARK Innovation ETF position peaked at $213K in Q3 2025.
629 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q4 2025.

Based on NewEdge Wealth's 13F filing for Q4 2025, filed 3 Feb 2026.