$16.5M of Intellia Therapeutics Inc sold as ARK reshuffles
The sale came out of ARKG and ARKK. Here are the day's other moves, and how ARK is doing against the market.
Generated from ARK's own holdings data.
An estimated $16.5M of Intellia Therapeutics Inc (NTLA) was sold by ARKG and ARKK on 17 Sep 2026. No other trade that day was bigger.
Every other holding grew by about 14.2% that day as money came into the funds. This position shrank by 14% — the gap is what makes it a deliberate trade rather than cash being spread across the portfolio.
It is part of a pattern: over the last 30 days ARK is a net seller of Intellia Therapeutics Inc, $18.8M across 22 trades.
Everything ARK did on 17 Sep 2026
ARK made 3 real moves that day, once money flowing in and out of the funds is stripped out:
| Stock | Funds | Est. value |
|---|---|---|
| NTLA Intellia Therapeutics Inc | ARKG and ARKK | −$16.5M |
| HOOD Robinhood Markets Inc | ARKW | −$1.8M |
| GH Guardant Health IncBought 3 days running | ARKG | +$1.4M |
The bigger picture: ARK's last 30 days
Across the month, the money has gone mostly into Broadcom Inc ($61.0M), Cerebras Systems Inc ($60.9M), Rocket Lab ($59.7M). Going the other way: Advanced Micro Devices ($140.8M), Palantir Technologies Inc ($69.8M), Tempus AI Inc ($57.0M) have been cut.
Is it working?
So far this year ARKK is winning — +18.0% against the S&P 500's +14.0%.
That five-year gap — 107 points — mostly comes down to timing. Five years ago ARKK was trading close to its all-time high of Feb 2021. It then fell 81% to its low in Dec 2022, and it is still 41% below that peak today. Any comparison that starts near the top of that boom looks brutal.
| To date | 1 month | YTD | 1 year | 5 years |
|---|---|---|---|---|
| ARKK | +5.8% | +18.0% | +11.2% | -21.2% |
| S&P 500 (SPY) | +0.9% | +14.0% | +18.5% | +85.8% |
| Nasdaq-100 (QQQ) | +4.8% | +21.5% | +25.9% | +105.3% |
How we work this out
ETFpeek is an independent research tool and is not affiliated with ARK Invest or Cathie Wood. Figures are estimates from public fund data, shown for information only — not financial advice. Past performance does not indicate future results.