cathie wood’s ARK stock trades: palantir and kratos defense sold, bullish bought

Cathie Wood’s ARK ETF published their daily trades for Friday, October 31, 2025, revealing a strategic shift with notable sales and acquisitions. The largest transaction of the day was the sale of 41,892 shares of Palantir Technologies Inc (NYSE:PLTR) through the ARKK ETF, totaling $8,150,088. This continues a recent trend, as ARK has been consistently reducing its position in Palantir over the past week.

In another significant move, ARK sold 42,865 shares of Kratos Defense and Security Solutions Inc (NASDAQ:KTOS) via the ARKK ETF, amounting to $3,784,979. This sale marks a notable divestment in the defense sector for the fund.

On the buying side, ARK made a substantial purchase of 105,013 shares of Bullish (BLSH) across its ARKK, ARKW, and ARKF ETFs, with a total transaction value of $5,245,399. This acquisition suggests a growing confidence in Bullish’s potential, as ARK looks to capitalize on this investment.

Additionally, ARK continued to build its position in Intellia Therapeutics Inc (NASDAQ:NTLA), acquiring 38,846 shares for $476,640. This purchase adds to ARK’s recent accumulation of Intellia, indicating a strong belief in the company’s prospects.

Finally, ARK trimmed its holdings in Shopify Inc (NYSE:SHOP), selling 11,142 shares through the ARKF ETF, resulting in a transaction value of $1,934,362. This sale follows a series of reductions in Shopify stock over the past week, as ARK appears to be reevaluating its position in the e-commerce giant.

These trades reflect ARK’s dynamic investment strategy, balancing between trimming positions in some tech and defense stocks while increasing exposure to emerging opportunities. Investors will be keen to see how these moves align with ARK’s long-term vision and market outlook.

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