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Tortoise Investment Management’s ARK Innovation ETF ARKK Stock Holding History

Tortoise Investment 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
2025
Q1 		– Sell
-200
Closed -$11.4K – 830
2024
Q4 		$11.4K Hold
200
– – ﹤0.01% 615
2024
Q3 		$9.51K Hold
200
– – ﹤0.01% 644
2024
Q2 		$8.79K Hold
200
– – ﹤0.01% 649
2024
Q1 		$10K Hold
200
– – ﹤0.01% 627
2023
Q4 		$10.5K Hold
200
– – ﹤0.01% 568
2023
Q3 		$7.93K Hold
200
– – ﹤0.01% 589
2023
Q2 		$8.83K Hold
200
– – ﹤0.01% 575
2023
Q1 		$8.07K Hold
200
– – ﹤0.01% 572
2022
Q4 		$6.25K Hold
200
– – ﹤0.01% 593
2022
Q3 		$8K Hold
200
– – ﹤0.01% 556
2022
Q2 		$8K Buy
+200
New +$9.52K ﹤0.01% 539

Other funds holding ARKK

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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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return