Carson Wealth (CWM LLC)’s Arrowhead Research ARWR Stock Holding History

Carson Wealth (CWM 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 Q1	$753K	Sell	12,004 -343	-3%	-$21.7K	﹤0.01%	1726
2025 Q4	$820K	Buy	12,347 +168	+1%	+$8.23K	﹤0.01%	1616
2025 Q3	$420K	Buy	12,179 +764	+7%	+$16.8K	﹤0.01%	1900
2025 Q2	$180K	Buy	11,415 +7,014	+159%	+$101K	﹤0.01%	2265
2025 Q1	$56K	Buy	4,401 +2,523	+134%	+$45.9K	﹤0.01%	2883
2024 Q4	$35K	Sell	1,878 -275	-13%	-$5.66K	﹤0.01%	3044
2024 Q3	$42K	Sell	2,153 -78,016	-97%	-$1.9M	﹤0.01%	2813
2024 Q2	$2.08M	Sell	80,169 -19,174	-19%	-$471K	0.01%	636
2024 Q1	$2.84M	Sell	99,343 -3,671	-4%	-$117K	0.01%	540
2023 Q4	$3.15M	Sell	103,014 -5,703	-5%	-$151K	0.02%	490
2023 Q3	$2.92M	Sell	108,717 -4,255	-4%	-$130K	0.02%	462
2023 Q2	$4.03M	Buy	112,972 +26,575	+31%	+$916K	0.02%	383
2023 Q1	$2.19M	Sell	86,397 -4,024	-4%	-$127K	0.01%	462
2022 Q4	$3.67M	Sell	90,421 -17,759	-16%	-$588K	0.03%	355
2022 Q3	$3.58M	Sell	108,180 -4,140	-4%	-$167K	0.03%	331
2022 Q2	$3.96M	Sell	112,320 -16,298	-13%	-$613K	0.03%	326
2022 Q1	$5.92M	Sell	128,618 -20,324	-14%	-$1.01M	0.04%	281
2021 Q4	$9.88M	Buy	+148,942	New	+$10.2M	0.07%	211
2021 Q2	$6.81M	Hold	82,196	–	–	0.05%	248
2021 Q1	$6.81M	Hold	82,196	–	–	0.05%	248
2020 Q4	$6.81M	Hold	82,196	–	–	0.05%	248
2020 Q3	$6.81M	Hold	82,196	–	–	0.05%	248
2020 Q2	$6.81M	Hold	82,196	–	–	0.05%	248
2020 Q1	$6.81M	Hold	82,196	–	–	0.05%	248
2019 Q4	$6.81M	Hold	82,196	–	–	0.05%	248
2019 Q3	$6.81M	Hold	82,196	–	–	0.05%	248
2019 Q2	$6.81M	Hold	82,196	–	–	0.05%	248
2019 Q1	$6.81M	Buy	82,196 +82,136	+136,893%	+$1.35M	0.05%	248
2018 Q4	$1K	Hold	60	–	–	﹤0.01%	1834
2018 Q3	$1K	Hold	60	–	–	﹤0.01%	1610
2018 Q2	$1K	Hold	60	–	–	﹤0.01%	1473
2018 Q1	$0	Hold	60	–	–	﹤0.01%	1401
2017 Q4	$0	Hold	60	–	–	﹤0.01%	1449
2017 Q3	$0	Hold	60	–	–	﹤0.01%	1463
2017 Q2	$0	Hold	60	–	–	﹤0.01%	1195
2017 Q1	$0	Hold	60	–	–	﹤0.01%	1165
2016 Q4	$0	Hold	60	–	–	﹤0.01%	1101
2016 Q3	$0	Buy	+60	New	+$389	﹤0.01%	982
2015 Q4	–	Sell	-100	Closed	-$1K	–	686
2015 Q3	$1K	Buy	+100	New	+$629	﹤0.01%	601

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 $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

VPC

Vestal Point Capital New York $3.58B AUM 189.12% 1-Year Est. Return

Carson Wealth (CWM LLC)'s ARWR Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Arrowhead Research (ARWR) stake by 2.8% in Q1 2026, selling an estimated $21.7K and leaving 12,004 shares worth $753K. The position accounts for ﹤0.01% of the portfolio, ranked #1726.

Carson Wealth (CWM LLC) first reported a position in ARWR in Q3 2015 and has held it in 39 quarters since. The position peaked at $9.88M in Q4 2021. 437 funds tracked by Wall St. Rank hold ARWR as of Q1 2026.

Carson Wealth (CWM LLC) held 12,004 shares of Arrowhead Research worth $753K as of Q1 2026.
Carson Wealth (CWM LLC) sold 343 Arrowhead Research shares in Q1 2026, an estimated $21.7K.
Arrowhead Research made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1726 holding.
Carson Wealth (CWM LLC) first reported a position in Arrowhead Research in Q3 2015 and has held it in 39 quarters since.
Carson Wealth (CWM LLC)'s Arrowhead Research position peaked at $9.88M in Q4 2021.
437 funds tracked by Wall St. Rank held Arrowhead Research as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.