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Clearstead Trust’s Arrowhead Research ARWR Stock Holding History

Clearstead Trust’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 		$6.03K Hold
74
– – ﹤0.01% 734
2026
Q1 		$4.64K Hold
74
– – ﹤0.01% 771
2025
Q4 		$4.91K Sell
74
-78
-51% -$3.82K ﹤0.01% 764
2025
Q3 		$5.24K Hold
152
– – ﹤0.01% 754
2025
Q2 		$2.4K Buy
+152
New +$2.18K ﹤0.01% 905

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 Trust's ARWR Position: Q2 2026 in Review

Clearstead Trust held its Arrowhead Research (ARWR) position steady in Q2 2026 at 74 shares worth $6.03K. The position accounts for ﹤0.01% of the portfolio, ranked #734.

Clearstead Trust first reported a position in ARWR in Q2 2025 and has held it in 5 quarters since. 500 funds tracked by Wall St. Rank hold ARWR as of Q2 2026.

  • Clearstead Trust held 74 shares of Arrowhead Research worth $6.03K as of Q2 2026.
  • Clearstead Trust left its Arrowhead Research share count unchanged in Q2 2026.
  • Arrowhead Research made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #734 holding.
  • Clearstead Trust first reported a position in Arrowhead Research in Q2 2025 and has held it in 5 quarters since.
  • 500 funds tracked by Wall St. Rank held Arrowhead Research as of Q2 2026.

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