Oarsman Capital’s ARK Innovation ETF ARKK Stock Holding History

Oarsman Capital’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 Q1	–	Sell	-979	Closed	-$55.6K	–	277
2024 Q4	$55.6K	Sell	979 -990	-50%	-$53K	0.01%	419
2024 Q3	$93.6K	Buy	+1,969	New	+$88.5K	0.02%	355
2022 Q1	–	Sell	-2,386	Closed	-$226K	–	190
2021 Q4	$226K	Sell	2,386 -1,560	-40%	-$170K	0.09%	165
2021 Q3	$436K	Buy	3,946 +46	+1%	+$5.54K	0.18%	127
2021 Q2	$510K	Buy	3,900 +810	+26%	+$94.4K	0.2%	117
2021 Q1	$371K	Buy	+3,090	New	+$418K	0.16%	134

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Oarsman Capital's ARKK Position: Q1 2025 in Review

Oarsman Capital sold out of ARK Innovation ETF (ARKK) in Q1 2025, closing a stake of 979 shares — an estimated $55.6K sold.

Oarsman Capital first reported a position in ARKK in Q1 2021 and held it in 6 quarters. The position peaked at $510K in Q2 2021. 554 funds tracked by Wall St. Rank hold ARKK as of Q1 2025.

Oarsman Capital reported no remaining ARK Innovation ETF position as of Q1 2025 after selling out during the quarter.
Oarsman Capital sold 979 ARK Innovation ETF shares in Q1 2025, an estimated $55.6K.
Oarsman Capital first reported a position in ARK Innovation ETF in Q1 2021 and held it in 6 quarters.
Oarsman Capital's ARK Innovation ETF position peaked at $510K in Q2 2021.
554 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q1 2025.

Based on Oarsman Capital's 13F filing for Q1 2025, filed 14 May 2025.