Zuckerman Investment Group’s ARK Innovation ETF ARKK Stock Holding History

Zuckerman Investment 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	$991K	Buy	12,261 +11	+0.1%	+$841	0.08%	82
2026 Q1	$828K	Hold	12,250	–	–	0.08%	76
2025 Q4	$942K	Hold	12,250	–	–	0.08%	78
2025 Q3	$1.06M	Hold	12,250	–	–	0.1%	79
2025 Q2	$861K	Hold	12,250	–	–	0.08%	83
2025 Q1	$583K	Hold	12,250	–	–	0.06%	101
2024 Q4	$757K	Sell	12,250 -3,535	-22%	-$189K	0.07%	87
2024 Q3	$750K	Hold	15,785	–	–	0.08%	80
2024 Q2	$694K	Hold	15,785	–	–	0.08%	82
2024 Q1	$791K	Hold	15,785	–	–	0.09%	76
2023 Q4	$827K	Hold	15,785	–	–	0.11%	73
2023 Q3	$626K	Hold	15,785	–	–	0.09%	73
2023 Q2	$697K	Hold	15,785	–	–	0.1%	69
2023 Q1	$637K	Hold	15,785	–	–	0.1%	72
2022 Q4	$493K	Hold	15,785	–	–	0.08%	82
2022 Q3	$596K	Buy	15,785 +1,335	+9%	+$59.4K	0.11%	68
2022 Q2	$576K	Buy	14,450 +2,200	+18%	+$105K	0.1%	65
2022 Q1	$812K	Hold	12,250	–	–	0.13%	61
2021 Q4	$1.16M	Hold	12,250	–	–	0.18%	59
2021 Q3	$1.35M	Hold	12,250	–	–	0.22%	58
2021 Q2	$1.6M	Buy	12,250 +6,040	+97%	+$704K	0.25%	54
2021 Q1	$745K	Buy	+6,210	New	+$840K	0.12%	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

Zuckerman Investment Group's ARKK Position: Q2 2026 in Review

Zuckerman Investment Group increased its ARK Innovation ETF (ARKK) stake by 0.09% in Q2 2026, buying an estimated $841 and bringing the position to 12,261 shares worth $991K. The position accounts for 0.08% of the portfolio, ranked #82.

Zuckerman Investment Group first reported a position in ARKK in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.6M in Q2 2021. 633 funds tracked by Wall St. Rank hold ARKK as of Q2 2026.

Zuckerman Investment Group held 12,261 shares of ARK Innovation ETF worth $991K as of Q2 2026.
Zuckerman Investment Group bought 11 ARK Innovation ETF shares in Q2 2026, an estimated $841.
ARK Innovation ETF made up 0.08% of Zuckerman Investment Group's portfolio in Q2 2026, its #82 holding.
Zuckerman Investment Group first reported a position in ARK Innovation ETF in Q1 2021 and has held it in 22 quarters since.
Zuckerman Investment Group's ARK Innovation ETF position peaked at $1.6M in Q2 2021.
633 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2026.

Based on Zuckerman Investment Group's 13F filing for Q2 2026, filed 14 Aug 2026.