AF
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Allworth Financial’s Arrowhead Research ARWR Stock Holding History

Allworth Financial’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 		$49.2K Sell
604
-6
-1% -$443 ﹤0.01% 2500
2026
Q1 		$38.2K Sell
610
-4
-0.7% -$253 ﹤0.01% 2527
2025
Q4 		$40.8K Buy
614
+62
+11% +$3.04K ﹤0.01% 2326
2025
Q3 		$19K Buy
552
+1
+0.2% +$22 ﹤0.01% 2743
2025
Q2 		$8.71K Buy
551
+166
+43% +$2.38K ﹤0.01% 2964
2025
Q1 		$5.14K Buy
385
+193
+101% +$3.51K ﹤0.01% 2745
2024
Q4 		$3.79K Buy
192
+174
+967% +$3.58K ﹤0.01% 2879
2024
Q3 		$349 Buy
18
+6
+50% +$146 ﹤0.01% 3504
2024
Q2 		$340 Sell
12
-198
-94% -$4.87K ﹤0.01% 3464
2024
Q1 		$6.01K Buy
210
+158
+304% +$5.05K ﹤0.01% 2334
2023
Q4 		$1.59K Sell
52
-25
-32% -$664 ﹤0.01% 2772
2023
Q3 		$2.07K Buy
77
+35
+83% +$1.07K ﹤0.01% 2527
2023
Q2 		$1.5K Buy
42
+9
+27% +$310 ﹤0.01% 2597
2023
Q1 		$839 Buy
+33
New +$1.04K ﹤0.01% 2736
2022
Q4 		– Sell
-21
Closed -$1K – 3008
2022
Q3 		$1K Buy
21
+8
+62% +$323 ﹤0.01% 2302
2022
Q2 		$0 Buy
13
+9
+225% +$339 ﹤0.01% 2377
2022
Q1 		$0 Sell
4
-205
-98% -$10.2K ﹤0.01% 2098
2021
Q4 		$14K Buy
209
+127
+155% +$8.73K ﹤0.01% 1250
2021
Q3 		$5K Buy
+82
New +$5.31K ﹤0.01% 1511

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

Allworth Financial's ARWR Position: Q2 2026 in Review

Allworth Financial reduced its Arrowhead Research (ARWR) stake by 0.98% in Q2 2026, selling an estimated $443 and leaving 604 shares worth $49.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2500.

Allworth Financial first reported a position in ARWR in Q3 2021 and has held it in 19 quarters since. 500 funds tracked by Wall St. Rank hold ARWR as of Q2 2026.

  • Allworth Financial held 604 shares of Arrowhead Research worth $49.2K as of Q2 2026.
  • Allworth Financial sold 6 Arrowhead Research shares in Q2 2026, an estimated $443.
  • Arrowhead Research made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2500 holding.
  • Allworth Financial first reported a position in Arrowhead Research in Q3 2021 and has held it in 19 quarters since.
  • 500 funds tracked by Wall St. Rank held Arrowhead Research as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.