United Advisor Group’s ARK Innovation ETF ARKK Stock Holding History

United Advisor Group’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	$1.67M	Sell	20,645 -2,455	-11%	-$188K	0.18%	148
2026 Q1	$1.56M	Buy	23,100 +3,409	+17%	+$253K	0.19%	132
2025 Q4	$1.51M	Buy	19,691 +183	+0.9%	+$15.2K	0.19%	130
2025 Q3	$1.68M	Sell	19,508 -1,384	-7%	-$106K	0.23%	105
2025 Q2	$1.47M	Sell	20,892 -194	-0.9%	-$10.7K	0.25%	100
2025 Q1	$1M	Sell	21,086 -288	-1%	-$16.5K	0.21%	117
2024 Q4	$1.21M	Sell	21,374 -900	-4%	-$48.2K	0.24%	102
2024 Q3	$1.06M	Sell	22,274 -483	-2%	-$21.7K	0.24%	101
2024 Q2	$1M	Buy	22,757 +547	+2%	+$24.4K	0.31%	81
2024 Q1	$1.11M	Buy	+22,210	New	+$1.08M	0.42%	67

Other funds holding ARKK

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

United Advisor Group's ARKK Position: Q2 2026 in Review

United Advisor Group reduced its ARK Innovation ETF (ARKK) stake by 11% in Q2 2026, selling an estimated $188K and leaving 20,645 shares worth $1.67M. The position accounts for 0.18% of the portfolio, ranked #148.

United Advisor Group first reported a position in ARKK in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.68M in Q3 2025. 636 funds tracked by Wall St. Rank hold ARKK as of Q2 2026.

United Advisor Group held 20,645 shares of ARK Innovation ETF worth $1.67M as of Q2 2026.
United Advisor Group sold 2,455 ARK Innovation ETF shares in Q2 2026, an estimated $188K.
ARK Innovation ETF made up 0.18% of United Advisor Group's portfolio in Q2 2026, its #148 holding.
United Advisor Group first reported a position in ARK Innovation ETF in Q1 2024 and has held it in 10 quarters since.
United Advisor Group's ARK Innovation ETF position peaked at $1.68M in Q3 2025.
636 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.