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Sequoia Financial Advisors’s ARK Innovation ETF ARKK Stock Holding History

Sequoia 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
Q1 		– Sell
-3,548
Closed -$273K – 1935
2025
Q4 		$273K Sell
3,548
-136
-4% -$11.3K ﹤0.01% 1611
2025
Q3 		$318K Buy
+3,684
New +$282K ﹤0.01% 1364
2022
Q4 		– Sell
-8,352
Closed -$315K – 808
2022
Q3 		$315K Sell
8,352
-1,963
-19% -$87.4K 0.01% 377
2022
Q2 		$411K Sell
10,315
-4,087
-28% -$195K 0.01% 368
2022
Q1 		$955K Sell
14,402
-2,179
-13% -$154K 0.02% 265
2021
Q4 		$1.57M Buy
16,581
+12,411
+298% +$1.35M 0.04% 203
2021
Q3 		$461K Sell
4,170
-23,338
-85% -$2.81M 0.05% 163
2021
Q2 		$3.6M Buy
27,508
+3,148
+13% +$367K 0.13% 108
2021
Q1 		$2.92M Buy
24,360
+9,853
+68% +$1.33M 0.12% 105
2020
Q4 		$1.81M Buy
14,507
+8,048
+125% +$872K 0.08% 130
2020
Q3 		$594K Buy
+6,459
New +$553K 0.03% 207
2018
Q3 		– Sell
-7,015
Closed -$316K – 323
2018
Q2 		$316K Buy
+7,015
New +$299K 0.03% 220

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

Sequoia Financial Advisors's ARKK Position: Q1 2026 in Review

Sequoia Financial Advisors sold out of ARK Innovation ETF (ARKK) in Q1 2026, closing a stake of 3,548 shares — an estimated $273K sold.

Sequoia Financial Advisors first reported a position in ARKK in Q2 2018 and held it in 12 quarters. The position peaked at $3.6M in Q2 2021. 591 funds tracked by Wall St. Rank hold ARKK as of Q1 2026.

  • Sequoia Financial Advisors reported no remaining ARK Innovation ETF position as of Q1 2026 after selling out during the quarter.
  • Sequoia Financial Advisors sold 3,548 ARK Innovation ETF shares in Q1 2026, an estimated $273K.
  • Sequoia Financial Advisors first reported a position in ARK Innovation ETF in Q2 2018 and held it in 12 quarters.
  • Sequoia Financial Advisors's ARK Innovation ETF position peaked at $3.6M in Q2 2021.
  • 591 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q1 2026.

Based on Sequoia Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.