Blue Trust Inc’s Arrowhead Research ARWR Stock Holding History

Blue Trust Inc’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
2025 Q2	–	Sell	-27	Closed	-$344	–	2455
2025 Q1	$344	Buy	+27	New	+$491	﹤0.01%	2393
2024 Q4	–	Sell	-67	Closed	-$1.74K	–	2468
2024 Q3	$1.74K	Buy	67 +23	+52%	+$561	﹤0.01%	2607
2024 Q2	$1.26K	Buy	+44	New	+$1.08K	﹤0.01%	2519
2022 Q4	–	Sell	-16	Closed	-$1K	–	2219
2022 Q3	$1K	Buy	+16	New	+$646	﹤0.01%	1876

Other funds holding ARWR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ACA

Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SPC

Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Siren LLC Greenwich, Connecticut $3.61B AUM 203.3% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Blue Trust Inc's ARWR Position: Q2 2025 in Review

Blue Trust Inc sold out of Arrowhead Research (ARWR) in Q2 2025, closing a stake of 27 shares — an estimated $344 sold.

Blue Trust Inc first reported a position in ARWR in Q3 2022 and held it in 4 quarters. The position peaked at $1.74K in Q3 2024. 282 funds tracked by Wall St. Rank hold ARWR as of Q2 2025.

Blue Trust Inc reported no remaining Arrowhead Research position as of Q2 2025 after selling out during the quarter.
Blue Trust Inc sold 27 Arrowhead Research shares in Q2 2025, an estimated $344.
Blue Trust Inc first reported a position in Arrowhead Research in Q3 2022 and held it in 4 quarters.
Blue Trust Inc's Arrowhead Research position peaked at $1.74K in Q3 2024.
282 funds tracked by Wall St. Rank held Arrowhead Research as of Q2 2025.

Based on Blue Trust Inc's 13F filing for Q2 2025, filed 24 Jul 2025.