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SHP Wealth Management’s ARK Innovation ETF ARKK Stock Holding History

SHP Wealth Management’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 		$9.39K Hold
139
– – ﹤0.01% 912
2025
Q4 		$10.7K Buy
+139
New +$11.5K ﹤0.01% 815

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

SHP Wealth Management's ARKK Position: Q1 2026 in Review

SHP Wealth Management held its ARK Innovation ETF (ARKK) position steady in Q1 2026 at 139 shares worth $9.39K. The position accounts for ﹤0.01% of the portfolio, ranked #912.

SHP Wealth Management first reported a position in ARKK in Q4 2025 and has held it in 2 quarters since. The position peaked at $10.7K in Q4 2025. 589 funds tracked by Wall St. Rank hold ARKK as of Q1 2026.

  • SHP Wealth Management held 139 shares of ARK Innovation ETF worth $9.39K as of Q1 2026.
  • SHP Wealth Management left its ARK Innovation ETF share count unchanged in Q1 2026.
  • ARK Innovation ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #912 holding.
  • SHP Wealth Management first reported a position in ARK Innovation ETF in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's ARK Innovation ETF position peaked at $10.7K in Q4 2025.
  • 589 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.