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Bernard Wealth Management’s Arrowhead Research ARWR Stock Holding History

Bernard 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 		$10.2K Hold
125
– – ﹤0.01% 231
2026
Q1 		$7.84K Hold
125
– – ﹤0.01% 240
2025
Q4 		$8.3K Hold
125
– – ﹤0.01% 230
2025
Q3 		$4.31K Hold
125
– – ﹤0.01% 242
2025
Q2 		$1.98K Hold
125
– – ﹤0.01% 266
2025
Q1 		$1.59K Hold
125
– – ﹤0.01% 324
2024
Q4 		$2.35K Buy
+125
New +$2.57K ﹤0.01% 263

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

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

Bernard Wealth Management held its Arrowhead Research (ARWR) position steady in Q2 2026 at 125 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #231.

Bernard Wealth Management first reported a position in ARWR in Q4 2024 and has held it in 7 quarters since. 500 funds tracked by Wall St. Rank hold ARWR as of Q2 2026.

  • Bernard Wealth Management held 125 shares of Arrowhead Research worth $10.2K as of Q2 2026.
  • Bernard Wealth Management left its Arrowhead Research share count unchanged in Q2 2026.
  • Arrowhead Research made up ﹤0.01% of Bernard Wealth Management's portfolio in Q2 2026, its #231 holding.
  • Bernard Wealth Management first reported a position in Arrowhead Research in Q4 2024 and has held it in 7 quarters since.
  • 500 funds tracked by Wall St. Rank held Arrowhead Research as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.