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SkyOak Wealth’s ARK Innovation ETF ARKK Stock Holding History

SkyOak Wealth’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 		$7.23M Sell
89,400
-3,031
-3% -$232K 1.18% 27
2026
Q1 		$6.25M Buy
92,431
+359
+0.4% +$26.6K 1.14% 28
2025
Q4 		$7.08M Sell
92,072
-3,516
-4% -$291K 1.27% 23
2025
Q3 		$8.25M Sell
95,588
-3,101
-3% -$237K 1.56% 15
2025
Q2 		$6.94M Sell
98,689
-140
-0.1% -$7.72K 1.39% 19
2025
Q1 		$4.7M Buy
98,829
+491
+0.5% +$28.1K 1.03% 26
2024
Q4 		$5.58M Sell
98,338
-5,714
-5% -$306K 1.19% 23
2024
Q3 		$4.95M Sell
104,052
-3,989
-4% -$179K 1.09% 22
2024
Q2 		$4.75M Sell
108,041
-1,065
-1% -$47.6K 1.11% 24
2024
Q1 		$5.46M Buy
109,106
+144
+0.1% +$7.02K 1.31% 21
2023
Q4 		$5.71M Buy
108,962
+437
+0.4% +$18.9K 1.49% 18
2023
Q3 		$4.31M Buy
108,525
+904
+0.8% +$39.9K 1.26% 19
2023
Q2 		$4.75M Buy
107,621
+6,197
+6% +$246K 1.34% 19
2023
Q1 		$4.09M Sell
101,424
-909
-0.9% -$34.8K 1.25% 21
2022
Q4 		$3.2M Buy
102,333
+8,502
+9% +$304K 1.07% 27
2022
Q3 		$3.54M Buy
93,831
+5,824
+7% +$259K 1.27% 21
2022
Q2 		$3.51M Buy
88,007
+4,529
+5% +$216K 1.2% 24
2022
Q1 		$5.53M Buy
83,478
+8,192
+11% +$578K 1.54% 14
2021
Q4 		$7.12M Buy
75,286
+3,710
+5% +$405K 1.81% 11
2021
Q3 		$7.91M Buy
71,576
+221
+0.3% +$26.6K 2.13% 8
2021
Q2 		$9.33M Buy
71,355
+4,085
+6% +$476K 2.5% 5
2021
Q1 		$8.43M Buy
67,270
+2,438
+4% +$330K 2.35% 5
2020
Q4 		$8.07M Sell
64,832
-3,403
-5% -$369K 2.51% 4
2020
Q3 		$6.28M Sell
68,235
-3,319
-5% -$284K 2.26% 7
2020
Q2 		$5.1M Buy
71,554
+2,152
+3% +$126K 1.88% 10
2020
Q1 		$3.05M Sell
69,402
-35,405
-34% -$1.8M 1.56% 11
2019
Q4 		$5.25M Buy
+104,807
New +$4.87M 1.63% 9

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

SkyOak Wealth's ARKK Position: Q2 2026 in Review

SkyOak Wealth reduced its ARK Innovation ETF (ARKK) stake by 3.3% in Q2 2026, selling an estimated $232K and leaving 89,400 shares worth $7.23M. The position accounts for 1.18% of the portfolio, ranked #27.

SkyOak Wealth first reported a position in ARKK in Q4 2019 and has held it in 27 quarters since. The position peaked at $9.33M in Q2 2021. 632 funds tracked by Wall St. Rank hold ARKK as of Q2 2026.

  • SkyOak Wealth held 89,400 shares of ARK Innovation ETF worth $7.23M as of Q2 2026.
  • SkyOak Wealth sold 3,031 ARK Innovation ETF shares in Q2 2026, an estimated $232K.
  • ARK Innovation ETF made up 1.18% of SkyOak Wealth's portfolio in Q2 2026, its #27 holding.
  • SkyOak Wealth first reported a position in ARK Innovation ETF in Q4 2019 and has held it in 27 quarters since.
  • SkyOak Wealth's ARK Innovation ETF position peaked at $9.33M in Q2 2021.
  • 632 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2026.

Based on SkyOak Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.