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Richards, Merrill & Peterson’s ARK Innovation ETF ARKK Stock Holding History

Richards, Merrill & Peterson’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
Q2 		– Sell
-450
Closed -$21.4K – 217
2025
Q1 		$21.4K Hold
450
– – 0.01% 336
2024
Q4 		$25.5K Buy
+450
New +$24.1K 0.01% 312

Other funds holding ARKK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Richards, Merrill & Peterson's ARKK Position: Q2 2025 in Review

Richards, Merrill & Peterson sold out of ARK Innovation ETF (ARKK) in Q2 2025, closing a stake of 450 shares — an estimated $21.4K sold.

Richards, Merrill & Peterson first reported a position in ARKK in Q4 2024 and held it in 2 quarters. The position peaked at $25.5K in Q4 2024. 573 funds tracked by Wall St. Rank hold ARKK as of Q2 2025.

  • Richards, Merrill & Peterson reported no remaining ARK Innovation ETF position as of Q2 2025 after selling out during the quarter.
  • Richards, Merrill & Peterson sold 450 ARK Innovation ETF shares in Q2 2025, an estimated $21.4K.
  • Richards, Merrill & Peterson first reported a position in ARK Innovation ETF in Q4 2024 and held it in 2 quarters.
  • Richards, Merrill & Peterson's ARK Innovation ETF position peaked at $25.5K in Q4 2024.
  • 573 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2025.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2025, filed 31 Jul 2025.