Blue Trust Inc
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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
2026
Q3 		– Sell
-38
Closed -$3.1K – 2538
2026
Q2 		$3.1K Buy
+38
New +$2.81K ﹤0.01% 2114
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Western Financial Corp
Western Financial Corp San Diego, California $300M AUM 87.13% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Blue Trust Inc's ARWR Position: Q3 2026 in Review

Blue Trust Inc sold out of Arrowhead Research (ARWR) in Q3 2026, closing a stake of 38 shares — an estimated $3.1K sold.

Blue Trust Inc first reported a position in ARWR in Q3 2022 and held it in 5 quarters. The position peaked at $3.1K in Q2 2026. 225 funds tracked by Wall St. Rank hold ARWR as of Q3 2026.

  • Blue Trust Inc reported no remaining Arrowhead Research position as of Q3 2026 after selling out during the quarter.
  • Blue Trust Inc sold 38 Arrowhead Research shares in Q3 2026, an estimated $3.1K.
  • Blue Trust Inc first reported a position in Arrowhead Research in Q3 2022 and held it in 5 quarters.
  • Blue Trust Inc's Arrowhead Research position peaked at $3.1K in Q2 2026.
  • 225 funds tracked by Wall St. Rank held Arrowhead Research as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.