Bogart Wealth LLC’s Arrowhead Research ARWR Stock Holding History

Bogart Wealth LLC’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	$1.88K	Buy	23 +7	+44%	+$517	﹤0.01%	1477
2026 Q1	$1K	Buy	+16	New	+$1.01K	﹤0.01%	1447

Other funds holding ARWR

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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Bogart Wealth LLC's ARWR Position: Q2 2026 in Review

Bogart Wealth LLC increased its Arrowhead Research (ARWR) stake by 44% in Q2 2026, buying an estimated $517 and bringing the position to 23 shares worth $1.88K. The position accounts for ﹤0.01% of the portfolio, ranked #1477.

Bogart Wealth LLC first reported a position in ARWR in Q1 2026 and has held it in 2 quarters since. 500 funds tracked by Wall St. Rank hold ARWR as of Q2 2026.

Bogart Wealth LLC held 23 shares of Arrowhead Research worth $1.88K as of Q2 2026.
Bogart Wealth LLC bought 7 Arrowhead Research shares in Q2 2026, an estimated $517.
Arrowhead Research made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1477 holding.
Bogart Wealth LLC first reported a position in Arrowhead Research in Q1 2026 and has held it in 2 quarters since.
500 funds tracked by Wall St. Rank held Arrowhead Research as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.