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Plante Moran Financial Advisors’s ARK Innovation ETF ARKK Stock Holding History

Plante Moran Financial 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
Q2 		$150K Buy
1,854
+1,225
+195% +$93.7K 0.01% 197
2026
Q1 		$42.5K Hold
629
– – ﹤0.01% 336
2025
Q4 		$48.4K Hold
629
– – ﹤0.01% 330
2025
Q3 		$54.3K Hold
629
– – ﹤0.01% 325
2025
Q2 		$44.2K Hold
629
– – ﹤0.01% 356
2025
Q1 		$29.9K Sell
629
-24
-4% -$1.38K ﹤0.01% 425
2024
Q4 		$37.1K Hold
653
– – ﹤0.01% 394
2024
Q3 		$31K Hold
653
– – ﹤0.01% 462
2024
Q2 		$28.7K Sell
653
-120
-16% -$5.36K ﹤0.01% 423
2024
Q1 		$38.7K Buy
773
+120
+18% +$5.85K ﹤0.01% 396
2023
Q4 		$34.2K Buy
653
+281
+76% +$12.2K ﹤0.01% 374
2023
Q3 		$14.8K Sell
372
-6,323
-94% -$279K ﹤0.01% 479
2023
Q2 		$296K Hold
6,695
– – 0.04% 118
2023
Q1 		$270K Buy
6,695
+24
+0.4% +$920 0.04% 120
2022
Q4 		$208K Hold
6,671
– – 0.03% 150
2022
Q3 		$252K Sell
6,671
-158
-2% -$7.03K 0.04% 125
2022
Q2 		$272K Buy
6,829
+4,782
+234% +$228K 0.05% 124
2022
Q1 		$136K Buy
2,047
+1,523
+291% +$107K 0.03% 200
2021
Q4 		$50K Buy
524
+124
+31% +$13.5K 0.01% 359
2021
Q3 		$44K Sell
400
-100
-20% -$12K 0.01% 408
2021
Q2 		$65K Buy
500
+460
+1,150% +$53.6K 0.02% 316
2021
Q1 		$5K Sell
40
-25
-38% -$3.38K ﹤0.01% 765
2020
Q4 		$8K Buy
+65
New +$7.05K ﹤0.01% 646

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

Plante Moran Financial Advisors's ARKK Position: Q2 2026 in Review

Plante Moran Financial Advisors increased its ARK Innovation ETF (ARKK) stake by 195% in Q2 2026, buying an estimated $93.7K and bringing the position to 1,854 shares worth $150K. The position accounts for 0.01% of the portfolio, ranked #197.

Plante Moran Financial Advisors first reported a position in ARKK in Q4 2020 and has held it in 23 quarters since. The position peaked at $296K in Q2 2023. 639 funds tracked by Wall St. Rank hold ARKK as of Q2 2026.

  • Plante Moran Financial Advisors held 1,854 shares of ARK Innovation ETF worth $150K as of Q2 2026.
  • Plante Moran Financial Advisors bought 1,225 ARK Innovation ETF shares in Q2 2026, an estimated $93.7K.
  • ARK Innovation ETF made up 0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #197 holding.
  • Plante Moran Financial Advisors first reported a position in ARK Innovation ETF in Q4 2020 and has held it in 23 quarters since.
  • Plante Moran Financial Advisors's ARK Innovation ETF position peaked at $296K in Q2 2023.
  • 639 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.