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North Ridge Wealth Advisors’s ARK Innovation ETF ARKK Stock Holding History

North Ridge Wealth Advisors’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
Q1 		$5.82K Hold
86
– – ﹤0.01% 151
2025
Q4 		$6.62K Hold
86
– – ﹤0.01% 132
2025
Q3 		$7.43K Hold
86
– – ﹤0.01% 137
2025
Q2 		$6.05K Sell
86
-5
-5% -$276 ﹤0.01% 129
2025
Q1 		$4.33K Buy
91
+5
+6% +$287 ﹤0.01% 129
2024
Q4 		$4.89K Buy
+86
New +$4.61K ﹤0.01% 127

Other funds holding ARKK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

North Ridge Wealth Advisors's ARKK Position: Q1 2026 in Review

North Ridge Wealth Advisors held its ARK Innovation ETF (ARKK) position steady in Q1 2026 at 86 shares worth $5.82K. The position accounts for ﹤0.01% of the portfolio, ranked #151.

North Ridge Wealth Advisors first reported a position in ARKK in Q4 2024 and has held it in 6 quarters since. The position peaked at $7.43K in Q3 2025. 593 funds tracked by Wall St. Rank hold ARKK as of Q1 2026.

  • North Ridge Wealth Advisors held 86 shares of ARK Innovation ETF worth $5.82K as of Q1 2026.
  • North Ridge Wealth Advisors left its ARK Innovation ETF share count unchanged in Q1 2026.
  • ARK Innovation ETF made up ﹤0.01% of North Ridge Wealth Advisors's portfolio in Q1 2026, its #151 holding.
  • North Ridge Wealth Advisors first reported a position in ARK Innovation ETF in Q4 2024 and has held it in 6 quarters since.
  • North Ridge Wealth Advisors's ARK Innovation ETF position peaked at $7.43K in Q3 2025.
  • 593 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q1 2026.

Based on North Ridge Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.