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Clearstead Advisors’s Arrowhead Research ARWR Stock Holding History

Clearstead 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 		$12.8K Buy
157
+48
+44% +$3.54K ﹤0.01% 1915
2026
Q1 		$6.83K Sell
109
-44
-29% -$2.79K ﹤0.01% 1682
2025
Q4 		$10.2K Sell
153
-522
-77% -$25.6K ﹤0.01% 1877
2025
Q3 		$23.3K Buy
675
+146
+28% +$3.21K ﹤0.01% 1577
2025
Q2 		$8.36K Buy
529
+528
+52,800% +$7.58K ﹤0.01% 1945
2025
Q1 		$13 Buy
+1
New +$18 ﹤0.01% 2186
2024
Q4 		– Sell
-144
Closed -$2.79K – 2100
2024
Q3 		$2.79K Hold
144
– – ﹤0.01% 1798
2024
Q2 		$3.74K Buy
+144
New +$3.54K ﹤0.01% 1733
2020
Q2 		– Sell
-85
Closed -$2K – 784
2020
Q1 		$2K Buy
+85
New +$3.43K ﹤0.01% 714

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

Clearstead Advisors's ARWR Position: Q2 2026 in Review

Clearstead Advisors increased its Arrowhead Research (ARWR) stake by 44% in Q2 2026, buying an estimated $3.54K and bringing the position to 157 shares worth $12.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1915.

Clearstead Advisors first reported a position in ARWR in Q1 2020 and has held it in 9 quarters since. The position peaked at $23.3K in Q3 2025. 500 funds tracked by Wall St. Rank hold ARWR as of Q2 2026.

  • Clearstead Advisors held 157 shares of Arrowhead Research worth $12.8K as of Q2 2026.
  • Clearstead Advisors bought 48 Arrowhead Research shares in Q2 2026, an estimated $3.54K.
  • Arrowhead Research made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1915 holding.
  • Clearstead Advisors first reported a position in Arrowhead Research in Q1 2020 and has held it in 9 quarters since.
  • Clearstead Advisors's Arrowhead Research position peaked at $23.3K in Q3 2025.
  • 500 funds tracked by Wall St. Rank held Arrowhead Research as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.