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Steward Partners Investment Advisory’s ARK Innovation ETF ARKK Stock Holding History

Steward Partners Investment Advisory’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 		$1.29M Sell
15,989
-1,139
-7% -$87.1K 0.01% 1136
2026
Q1 		$1.16M Sell
17,128
-27,528
-62% -$2.04M 0.01% 1085
2025
Q4 		$3.43M Buy
44,656
+530
+1% +$43.9K 0.02% 597
2025
Q3 		$3.81M Buy
44,126
+25,065
+131% +$1.92M 0.02% 550
2025
Q2 		$1.34M Buy
19,061
+35
+0.2% +$1.93K 0.01% 869
2025
Q1 		$905K Buy
19,026
+1,042
+6% +$59.7K 0.01% 960
2024
Q4 		$1.02M Buy
17,984
+3,239
+22% +$174K 0.01% 866
2024
Q3 		$701K Sell
14,745
-2,882
-16% -$130K 0.01% 985
2024
Q2 		$775K Sell
17,627
-77,809
-82% -$3.48M 0.01% 903
2024
Q1 		$4.78M Buy
95,436
+28,502
+43% +$1.39M 0.05% 343
2023
Q4 		$3.51M Sell
66,934
-287
-0.4% -$12.4K 0.05% 360
2023
Q3 		$2.67M Sell
67,221
-6,375
-9% -$281K 0.04% 392
2023
Q2 		$3.25M Buy
73,596
+103
+0.1% +$4.09K 0.05% 354
2023
Q1 		$2.96M Buy
73,493
+6,097
+9% +$234K 0.05% 365
2022
Q4 		$2.11M Sell
67,396
-32,878
-33% -$1.18M 0.04% 443
2022
Q3 		$3.78M Buy
100,274
+41,972
+72% +$1.87M 0.07% 279
2022
Q2 		$2.33M Buy
58,302
+8,109
+16% +$386K 0.04% 390
2022
Q1 		$3.33M Buy
50,193
+14,326
+40% +$1.01M 0.05% 350
2021
Q4 		$3.39M Sell
35,867
-18,819
-34% -$2.05M 0.05% 343
2021
Q3 		$6.04M Buy
54,686
+5,258
+11% +$633K 0.1% 217
2021
Q2 		$6.46M Sell
49,428
-43,879
-47% -$5.11M 0.11% 198
2021
Q1 		$11.2M Buy
93,307
+69,649
+294% +$9.42M 0.2% 120
2020
Q4 		$2.94M Buy
23,658
+7,704
+48% +$835K 0.06% 296
2020
Q3 		$1.47M Buy
15,954
+4,730
+42% +$405K 0.04% 379
2020
Q2 		$800K Sell
11,224
-13,614
-55% -$796K 0.02% 511
2020
Q1 		$1.09M Buy
24,838
+6,672
+37% +$340K 0.04% 368
2019
Q4 		$909K Buy
18,166
+366
+2% +$17K 0.03% 475
2019
Q3 		$763K Buy
17,800
+2,915
+20% +$134K 0.03% 476
2019
Q2 		$714K Buy
14,885
+7,963
+115% +$362K 0.03% 464
2019
Q1 		$323K Buy
+6,922
New +$305K 0.01% 621
2018
Q4 		– Sell
-1,394
Closed -$66K – 850
2018
Q3 		$66K Buy
+1,394
New +$65.6K ﹤0.01% 1083

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

Steward Partners Investment Advisory's ARKK Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its ARK Innovation ETF (ARKK) stake by 6.6% in Q2 2026, selling an estimated $87.1K and leaving 15,989 shares worth $1.29M. The position accounts for 0.01% of the portfolio, ranked #1136.

Steward Partners Investment Advisory first reported a position in ARKK in Q3 2018 and has held it in 31 quarters since. The position peaked at $11.2M in Q1 2021. 633 funds tracked by Wall St. Rank hold ARKK as of Q2 2026.

  • Steward Partners Investment Advisory held 15,989 shares of ARK Innovation ETF worth $1.29M as of Q2 2026.
  • Steward Partners Investment Advisory sold 1,139 ARK Innovation ETF shares in Q2 2026, an estimated $87.1K.
  • ARK Innovation ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1136 holding.
  • Steward Partners Investment Advisory first reported a position in ARK Innovation ETF in Q3 2018 and has held it in 31 quarters since.
  • Steward Partners Investment Advisory's ARK Innovation ETF position peaked at $11.2M in Q1 2021.
  • 633 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.