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

Westside 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
2026
Q2 		$45.1K Buy
558
+40
+8% +$3.06K 0.01% 624
2026
Q1 		$35.1K Buy
518
+175
+51% +$13K 0.01% 680
2025
Q4 		$26.5K Sell
343
-5
-1% -$414 ﹤0.01% 757
2025
Q3 		$30.1K Sell
348
-4
-1% -$306 ﹤0.01% 715
2025
Q2 		$24.6K Sell
352
-103
-23% -$5.68K ﹤0.01% 622
2025
Q1 		$21.7K Sell
455
-200
-31% -$11.5K ﹤0.01% 546
2024
Q4 		$37.2K Sell
655
-100
-13% -$5.36K 0.01% 451
2024
Q3 		$35.5K Buy
755
+75
+11% +$3.37K 0.01% 453
2024
Q2 		$29.9K Buy
680
+100
+17% +$4.47K 0.01% 470
2024
Q1 		$29K Buy
580
+300
+107% +$14.6K 0.01% 459
2023
Q4 		$14.7K Hold
280
– – ﹤0.01% 539
2023
Q3 		$11.1K Sell
280
-80
-22% -$3.53K ﹤0.01% 564
2023
Q2 		$15.9K Sell
360
-2,250
-86% -$89.4K ﹤0.01% 515
2023
Q1 		$84.8K Sell
2,610
-9,080
-78% -$348K 0.02% 289
2022
Q4 		$73.6K Buy
11,690
+6,300
+117% +$225K 0.18% 106
2022
Q3 		$47.3K Sell
5,390
-3,930
-42% -$175K 0.11% 131
2022
Q2 		$82K Buy
9,320
+8,920
+2,230% +$425K 0.19% 105
2022
Q1 		$26 Hold
400
– – ﹤0.01% 481
2021
Q4 		$37 Hold
400
– – ﹤0.01% 428
2021
Q3 		$44 Buy
400
+180
+82% +$21.7K ﹤0.01% 402
2021
Q2 		$28 Hold
220
– – ﹤0.01% 434
2021
Q1 		$26 Buy
+220
New +$29.8K ﹤0.01% 432

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

Westside Investment Management's ARKK Position: Q2 2026 in Review

Westside Investment Management increased its ARK Innovation ETF (ARKK) stake by 7.7% in Q2 2026, buying an estimated $3.06K and bringing the position to 558 shares worth $45.1K. The position accounts for 0.01% of the portfolio, ranked #624.

Westside Investment Management first reported a position in ARKK in Q1 2021 and has held it in 22 quarters since. The position peaked at $84.8K in Q1 2023. 637 funds tracked by Wall St. Rank hold ARKK as of Q2 2026.

  • Westside Investment Management held 558 shares of ARK Innovation ETF worth $45.1K as of Q2 2026.
  • Westside Investment Management bought 40 ARK Innovation ETF shares in Q2 2026, an estimated $3.06K.
  • ARK Innovation ETF made up 0.01% of Westside Investment Management's portfolio in Q2 2026, its #624 holding.
  • Westside Investment Management first reported a position in ARK Innovation ETF in Q1 2021 and has held it in 22 quarters since.
  • Westside Investment Management's ARK Innovation ETF position peaked at $84.8K in Q1 2023.
  • 637 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.