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Carolina Wealth Advisors’s Arrowhead Research ARWR Stock Holding History

Carolina Wealth 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 		$28.1K Buy
345
+154
+81% +$11.4K 0.01% 137
2026
Q1 		$12K Buy
+191
New +$12.1K 0.01% 171

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

Carolina Wealth Advisors's ARWR Position: Q2 2026 in Review

Carolina Wealth Advisors increased its Arrowhead Research (ARWR) stake by 81% in Q2 2026, buying an estimated $11.4K and bringing the position to 345 shares worth $28.1K. The position accounts for 0.01% of the portfolio, ranked #137.

Carolina Wealth Advisors 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.

  • Carolina Wealth Advisors held 345 shares of Arrowhead Research worth $28.1K as of Q2 2026.
  • Carolina Wealth Advisors bought 154 Arrowhead Research shares in Q2 2026, an estimated $11.4K.
  • Arrowhead Research made up 0.01% of Carolina Wealth Advisors's portfolio in Q2 2026, its #137 holding.
  • Carolina Wealth Advisors 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 Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.