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AE Wealth Management’s Arrowhead Research ARWR Stock Holding History

AE Wealth Management’s Portfolio ARWR Stock Details ARWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$656K Sell
8,050
-16,262
-67% -$1.2M ﹤0.01% 1094
2026
Q1 		$1.52M Buy
+24,312
New +$1.54M 0.01% 726

Other funds holding ARWR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $11.1B AUM 207.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

AE Wealth Management's ARWR Position: Q2 2026 in Review

AE Wealth Management reduced its Arrowhead Research (ARWR) stake by 67% in Q2 2026, selling an estimated $1.2M and leaving 8,050 shares worth $656K. The position accounts for ﹤0.01% of the portfolio, ranked #1094.

AE Wealth Management first reported a position in ARWR in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.52M in Q1 2026. 500 funds tracked by Wall St. Rank hold ARWR as of Q2 2026.

  • AE Wealth Management held 8,050 shares of Arrowhead Research worth $656K as of Q2 2026.
  • AE Wealth Management sold 16,262 Arrowhead Research shares in Q2 2026, an estimated $1.2M.
  • Arrowhead Research made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1094 holding.
  • AE Wealth Management first reported a position in Arrowhead Research in Q1 2026 and has held it in 2 quarters since.
  • AE Wealth Management's Arrowhead Research position peaked at $1.52M in Q1 2026.
  • 500 funds tracked by Wall St. Rank held Arrowhead Research as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.