Creative Planning’s Arrowhead Research ARWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $8.17M | Buy |
100,290
+12,034
| +14% | +$889K | ﹤0.01% | 1032 |
|
|
2026
Q1 | $5.53M | Buy |
88,256
+13,835
| +19% | +$876K | ﹤0.01% | 1116 |
|
|
2025
Q4 | $4.94M | Buy |
74,421
+22,415
| +43% | +$1.1M | ﹤0.01% | 1013 |
|
|
2025
Q3 | $1.79M | Buy |
52,006
+6,344
| +14% | +$139K | ﹤0.01% | 1634 |
|
|
2025
Q2 | $721K | Buy |
45,662
+19,194
| +73% | +$275K | ﹤0.01% | 2132 |
|
|
2025
Q1 | $337K | Sell |
26,468
-29,161
| -52% | -$530K | ﹤0.01% | 2647 |
|
|
2024
Q4 | $1.05M | Buy |
55,629
+30,220
| +119% | +$622K | ﹤0.01% | 1612 |
|
|
2024
Q3 | $492K | Sell |
25,409
-2,867
| -10% | -$70K | ﹤0.01% | 2124 |
|
|
2024
Q2 | $735K | Buy |
28,276
+2,420
| +9% | +$59.5K | ﹤0.01% | 1638 |
|
|
2024
Q1 | $739K | Buy |
25,856
+7,455
| +41% | +$238K | ﹤0.01% | 1563 |
|
|
2023
Q4 | $563K | Buy |
18,401
+1,263
| +7% | +$33.5K | ﹤0.01% | 1637 |
|
|
2023
Q3 | $460K | Sell |
17,138
-949
| -5% | -$29.1K | ﹤0.01% | 1618 |
|
|
2023
Q2 | $645K | Buy |
18,087
+3,712
| +26% | +$128K | ﹤0.01% | 1398 |
|
|
2023
Q1 | $365K | Sell |
14,375
-979
| -6% | -$30.8K | ﹤0.01% | 1671 |
|
|
2022
Q4 | $623K | Buy |
15,354
+761
| +5% | +$25.2K | ﹤0.01% | 1310 |
|
|
2022
Q3 | $482K | Buy |
14,593
+750
| +5% | +$30.3K | ﹤0.01% | 1358 |
|
|
2022
Q2 | $487K | Buy |
13,843
+1,207
| +10% | +$45.4K | ﹤0.01% | 1332 |
|
|
2022
Q1 | $581K | Buy |
12,636
+58
| +0.5% | +$2.87K | ﹤0.01% | 1249 |
|
|
2021
Q4 | $834K | Sell |
12,578
-745
| -6% | -$51.2K | ﹤0.01% | 1037 |
|
|
2021
Q3 | $832K | Buy |
13,323
+750
| +6% | +$48.6K | ﹤0.01% | 1037 |
|
|
2021
Q2 | $1.04M | Buy |
12,573
+3,272
| +35% | +$244K | ﹤0.01% | 917 |
|
|
2021
Q1 | $617K | Buy |
9,301
+632
| +7% | +$49K | ﹤0.01% | 1288 |
|
|
2020
Q4 | $665K | Buy |
8,669
+316
| +4% | +$20.2K | ﹤0.01% | 1155 |
|
|
2020
Q3 | $360K | Hold |
8,353
| – | – | ﹤0.01% | 1305 |
|
|
2020
Q2 | $361K | Sell |
8,353
-2,318
| -22% | -$81.8K | ﹤0.01% | 1198 |
|
|
2020
Q1 | $307K | Sell |
10,671
-1,905
| -15% | -$76.8K | ﹤0.01% | 1172 |
|
|
2019
Q4 | $798K | Sell |
12,576
-461
| -4% | -$22.9K | ﹤0.01% | 891 |
|
|
2019
Q3 | $367K | Sell |
13,037
-465
| -3% | -$13.8K | ﹤0.01% | 1241 |
|
|
2019
Q2 | $358K | Buy |
13,502
+2,735
| +25% | +$60K | ﹤0.01% | 1266 |
|
|
2019
Q1 | $198K | Sell |
10,767
-10,160
| -49% | -$168K | ﹤0.01% | 1588 |
|
|
2018
Q4 | $260K | Buy |
+20,927
| New | +$286K | ﹤0.01% | 1325 |
|
|
2017
Q3 | – | Sell |
-4,402
| Closed | -$7K | – | 1994 |
|
|
2017
Q2 | $7K | Buy |
4,402
+2,000
| +83% | +$3.24K | ﹤0.01% | 3803 |
|
|
2017
Q1 | $4K | Sell |
2,402
-4,000
| -62% | -$7.93K | ﹤0.01% | 4027 |
|
|
2016
Q4 | $10K | Sell |
6,402
-100
| -2% | -$426 | ﹤0.01% | 3535 |
|
|
2016
Q3 | $48K | Buy |
6,502
+4,000
| +160% | +$25.9K | ﹤0.01% | 2390 |
|
|
2016
Q2 | $13K | Hold |
2,502
| – | – | ﹤0.01% | 3062 |
|
|
2016
Q1 | $12K | Buy |
2,502
+402
| +19% | +$1.7K | ﹤0.01% | 3096 |
|
|
2015
Q4 | $13K | Sell |
2,100
-1,000
| -32% | -$5.67K | ﹤0.01% | 3103 |
|
|
2015
Q3 | $18K | Buy |
+3,100
| New | +$19.5K | ﹤0.01% | 2789 |
|
|
2015
Q2 | – | Sell |
-100
| Closed | -$1K | – | 1213 |
|
|
2015
Q1 | $1K | Hold |
100
| – | – | ﹤0.01% | 3997 |
|
|
2014
Q4 | $1K | Sell |
100
-115
| -53% | -$782 | ﹤0.01% | 3946 |
|
|
2014
Q3 | $3K | Sell |
215
-28,870
| -99% | -$394K | ﹤0.01% | 3494 |
|
|
2014
Q2 | $416K | Buy |
29,085
+20,585
| +242% | +$270K | 0.01% | 718 |
|
|
2014
Q1 | $140K | Buy |
+8,500
| New | +$149K | ﹤0.01% | 1187 |
|
Other funds holding ARWR
ACA
FAM
Creative Planning's ARWR Position: Q2 2026 in Review
Creative Planning increased its Arrowhead Research (ARWR) stake by 14% in Q2 2026, buying an estimated $889K and bringing the position to 100,290 shares worth $8.17M. The position accounts for ﹤0.01% of the portfolio, ranked #1032.
Creative Planning first reported a position in ARWR in Q1 2014 and has held it in 44 quarters since. 500 funds tracked by Wall St. Rank hold ARWR as of Q2 2026.
- Creative Planning held 100,290 shares of Arrowhead Research worth $8.17M as of Q2 2026.
- Creative Planning bought 12,034 Arrowhead Research shares in Q2 2026, an estimated $889K.
- Arrowhead Research made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1032 holding.
- Creative Planning first reported a position in Arrowhead Research in Q1 2014 and has held it in 44 quarters since.
- 500 funds tracked by Wall St. Rank held Arrowhead Research as of Q2 2026.
Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.