Whipplewood Advisors’s ARK Genomic Revolution ETF ARKG Stock Holding History

Whipplewood Advisors’s Portfolio ARKG Stock Details ARKG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-7,168	Closed	-$189K	–	663
2026 Q1	$189K	Buy	7,168 +14	+0.2%	+$410	0.1%	129
2025 Q4	$207K	Sell	7,154 -650	-8%	-$19.5K	0.13%	119
2025 Q3	$217K	Sell	7,804 -711	-8%	-$18K	0.14%	117
2025 Q2	$207K	Buy	8,515 +7,149	+523%	+$157K	0.11%	160
2025 Q1	$244K	Sell	1,366 -11,567	-89%	-$291K	0.14%	140
2024 Q4	$305K	Buy	+12,933	New	+$318K	0.17%	116

Other funds holding ARKG

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

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

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

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

JFG

Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

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

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

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

Whipplewood Advisors's ARKG Position: Q2 2026 in Review

Whipplewood Advisors sold out of ARK Genomic Revolution ETF (ARKG) in Q2 2026, closing a stake of 7,168 shares — an estimated $189K sold.

Whipplewood Advisors first reported a position in ARKG in Q4 2024 and held it in 6 quarters. The position peaked at $305K in Q4 2024. 271 funds tracked by Wall St. Rank hold ARKG as of Q2 2026.

Whipplewood Advisors reported no remaining ARK Genomic Revolution ETF position as of Q2 2026 after selling out during the quarter.
Whipplewood Advisors sold 7,168 ARK Genomic Revolution ETF shares in Q2 2026, an estimated $189K.
Whipplewood Advisors first reported a position in ARK Genomic Revolution ETF in Q4 2024 and held it in 6 quarters.
Whipplewood Advisors's ARK Genomic Revolution ETF position peaked at $305K in Q4 2024.
271 funds tracked by Wall St. Rank held ARK Genomic Revolution ETF as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.