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Beaumont Financial Advisors’s Arrowhead Research ARWR Stock Holding History

Beaumont Financial Advisors’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 		$835K Buy
10,242
+2
+0% +$148 0.05% 192
2026
Q1 		$642K Sell
10,240
-148
-1% -$9.37K 0.04% 207
2025
Q4 		$690K Buy
10,388
+65
+0.6% +$3.19K 0.05% 201
2025
Q3 		$356K Buy
10,323
+80
+0.8% +$1.76K 0.02% 292
2025
Q2 		$162K Buy
10,243
+168
+2% +$2.41K 0.01% 373
2025
Q1 		$128K Hold
10,075
– – 0.01% 365
2024
Q4 		$189K Sell
10,075
-100
-1% -$2.06K 0.01% 364
2024
Q3 		$197K Hold
10,175
– – 0.02% 341
2024
Q2 		$264K Hold
10,175
– – 0.02% 292
2024
Q1 		$291K Hold
10,175
– – 0.02% 284
2023
Q4 		$311K Sell
10,175
-447
-4% -$11.9K 0.03% 255
2023
Q3 		$285K Hold
10,622
– – 0.03% 257
2023
Q2 		$379K Buy
10,622
+39
+0.4% +$1.34K 0.04% 229
2023
Q1 		$269K Buy
10,583
+50
+0.5% +$1.57K 0.03% 265
2022
Q4 		$427K Buy
10,533
+75
+0.7% +$2.48K 0.04% 191
2022
Q3 		$346K Hold
10,458
– – 0.03% 213
2022
Q2 		$368K Buy
10,458
+8
+0.1% +$301 0.03% 211
2022
Q1 		$481K Buy
10,450
+397
+4% +$19.7K 0.04% 213
2021
Q4 		$667K Sell
10,053
-312
-3% -$21.4K 0.05% 181
2021
Q3 		$647K Sell
10,365
-3
-0% -$194 0.05% 185
2021
Q2 		$859K Buy
10,368
+3
+0% +$223 0.07% 159
2021
Q1 		$687K Buy
10,365
+315
+3% +$24.4K 0.06% 168
2020
Q4 		$771K Hold
10,050
– – 0.07% 160
2020
Q3 		$433K Hold
10,050
– – 0.04% 206
2020
Q2 		$434K Buy
10,050
+50
+0.5% +$1.76K 0.05% 197
2020
Q1 		$288K Hold
10,000
– – 0.04% 190
2019
Q4 		$634K Hold
10,000
– – 0.06% 161
2019
Q3 		$282K Hold
10,000
– – 0.03% 222
2019
Q2 		$265K Hold
10,000
– – 0.03% 207
2019
Q1 		$184K Hold
10,000
– – 0.02% 223
2018
Q4 		$124K Buy
+10,000
New +$137K 0.02% 189

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

Beaumont Financial Advisors's ARWR Position: Q2 2026 in Review

Beaumont Financial Advisors increased its Arrowhead Research (ARWR) stake by 0.02% in Q2 2026, buying an estimated $148 and bringing the position to 10,242 shares worth $835K. The position accounts for 0.05% of the portfolio, ranked #192.

Beaumont Financial Advisors first reported a position in ARWR in Q4 2018 and has held it in 31 quarters since. The position peaked at $859K in Q2 2021. 500 funds tracked by Wall St. Rank hold ARWR as of Q2 2026.

  • Beaumont Financial Advisors held 10,242 shares of Arrowhead Research worth $835K as of Q2 2026.
  • Beaumont Financial Advisors bought 2 Arrowhead Research shares in Q2 2026, an estimated $148.
  • Arrowhead Research made up 0.05% of Beaumont Financial Advisors's portfolio in Q2 2026, its #192 holding.
  • Beaumont Financial Advisors first reported a position in Arrowhead Research in Q4 2018 and has held it in 31 quarters since.
  • Beaumont Financial Advisors's Arrowhead Research position peaked at $859K in Q2 2021.
  • 500 funds tracked by Wall St. Rank held Arrowhead Research as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.