Cathie Wood’s ARK Invest ETFs (exchange-traded funds) disclosed their daily trades for Tuesday, January 27, 2026. The activity showed selective buying in crypto and AI-linked names, while trimming exposure to defense and biotech stocks.
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Which Stocks Did Wood Buy on January 27?
On the buying side, the largest addition was Bullish (BLSH). ARK bought 85,772 shares, worth about $3.06 million, adding to a position it has been building. A day earlier, on January 26, Cathie Wood also purchased 27,830 shares, investing close to $1.0 million. The recent buys show continued interest in crypto trading platforms.
ARK also raised its exposure to AI and self-driving tech by adding 4,790 shares of Kodiak AI (KDK) through the ARK Autonomous Technology & Robotics ETF (ARKQ). The purchase was worth about $42,870. On January 26, ARK had already bought 47,752 shares of Kodiak, valued at roughly $448,000, as it builds exposure to autonomous trucking and AI-led logistics.
To compare how these newly added positions stack up, let’s see how these stocks perform using the TipRanks Stock Comparison Tool.
Which Stocks Did ARK Sell?
On the sell side, the most notable move was a reduction in Kratos Defense and Security Solutions (KTOS). ARK sold 13,677 shares via ARKQ, totaling approximately $1.52 million, extending a recent trend of trimming the defense stock.
ARK also continued to scale back its biotech exposure by selling 36,958 shares of Twist Bioscience (TWST) from the ARK Innovation ETF (ARKK), a transaction valued at about $1.57 million. The sale follows a series of recent reductions in the stock.
In smaller moves, ARK sold 1,757 shares of Veracyte (VCYT) worth roughly $71,281, continuing a gradual pullback from the diagnostics name.
Here’s how the trimmed stocks have been performing lately.
