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Avidity Partners Management’s Arvinas ARVN Stock Holding History

Avidity Partners Management’s Portfolio ARVN Stock Details ARVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-750,000
Closed -$5.26M – 59
2025
Q1 		$5.26M Buy
750,000
+50,000
+7% +$784K 1% 36
2024
Q4 		$13.4M Buy
+700,000
New +$17M 1.32% 33

Other funds holding ARVN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
P
Pfizer New York $239M AUM 232.47% 1-Year Est. Return
TCM
TCG Crossover Management Palo Alto, California $3.5B AUM 1,165.83% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Avidity Partners Management's ARVN Position: Q4 2025 in Review

Avidity Partners Management sold out of Arvinas (ARVN) in Q4 2025, closing a stake of 698,363 shares — an estimated $5.95M sold.

Avidity Partners Management first reported a position in ARVN in Q2 2020 and held it in 22 quarters. The position peaked at $208M in Q4 2021. 205 funds tracked by Wall St. Rank hold ARVN as of Q4 2025.

  • Avidity Partners Management reported no remaining Arvinas position as of Q4 2025 after selling out during the quarter.
  • Avidity Partners Management sold 698,363 Arvinas shares in Q4 2025, an estimated $5.95M.
  • Avidity Partners Management first reported a position in Arvinas in Q2 2020 and held it in 22 quarters.
  • Avidity Partners Management's Arvinas position peaked at $208M in Q4 2021.
  • 205 funds tracked by Wall St. Rank held Arvinas as of Q4 2025.

Based on Avidity Partners Management's 13F filing for Q4 2025, filed 13 Feb 2026.