Cathie Wood’s ARK ETFs Adjust Holdings with Major Trades in AVAV, RKLB Stock

Cathie Wood’s ARK ETFs have made their daily trades for Wednesday, March 5th, 2025, adjusting their holdings with a series of buys and sells that reflect the fund’s ongoing investment strategies. Investors following the high-profile ETFs will note the latest moves, which include significant transactions in both aerospace and pharmaceutical sectors.

The largest trade of the day involved Rocket Lab USA Inc (NASDAQ:RKLB), with ARK selling a total of 76,331 shares across its ARKQ and ARKX (NYSE:ARKX) ETFs, amounting to a dollar value of approximately $1,449,907. This move comes after a period of holding, suggesting a shift in ARK’s position on the aerospace manufacturer.

In contrast, ARK increased its stake in AeroVironment Inc (NASDAQ:AVAV), buying a combined 10,048 shares through ARKQ and ARKX ETFs, totaling $1,425,811 in value. This purchase indicates a growing interest in the defense and commercial drone manufacturer.

Another notable buy was in GitLab Inc (NASDAQ:GTLB), where ARK added a total of 7,962 shares through ARKK and ARKW ETFs, with a total dollar value of $500,013. This follows a substantial acquisition of GitLab shares the previous day, highlighting ARK’s bullish stance on the DevOps platform provider.

In the pharmaceutical space, ARK continued to build positions in Recursion Pharmaceuticals Inc (NASDAQ:RXRX), Tempus AI Inc (NYSE:TEM), and Veracyte Inc (NASDAQ:VCYT). ARK’s ARKG ETF purchased 54,523 shares of RXRX, 9,021 shares of TEM, and 10,728 shares of VCYT, with total dollar values of $352,763, $475,677, and $365,932, respectively. These trades underscore ARK’s focus on innovative companies in the healthcare sector.

On the sell side, aside from the significant offloading of RKLB stock, ARK also reduced its exposure to UiPath Inc (NYSE:PATH) by selling 20,992 shares across three ETFs (ARKK, ARKQ, ARKW), valued at approximately $247,495. This continues a trend from the previous trading sessions, where ARK has been consistently trimming its PATH holdings.

Investors tracking ARK’s movements can see a pattern of divestment from certain tech companies, while increasing focus on others that align with the fund’s vision of disruptive innovation. As always, these daily trades offer a glimpse into the strategic adjustments Cathie Wood’s ETFs are making in an ever-evolving market landscape.

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