Creative Planning
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Creative Planning’s Arrowhead Research ARWR Stock Holding History

Creative Planning’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
2014
Q4 		– Sell
-2,000
Closed -$2K – 4142
2014
Q3 		$2K Sell
2,000
-7,000
-78% -$95.6K ﹤0.01% 3629
2014
Q2 		$40K Buy
9,000
+6,000
+200% +$78.7K ﹤0.01% 2018
2014
Q1 		$13K Buy
+3,000
New +$52.7K ﹤0.01% 2611

Other funds holding ARWR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPC
Vestal Point Capital New York $3.58B AUM 189.12% 1-Year Est. Return

Creative Planning's ARWR Position: Q1 2026 in Review

Creative Planning increased its Arrowhead Research (ARWR) stake by 19% in Q1 2026, buying an estimated $876K and bringing the position to 88,256 shares worth $5.53M. The position accounts for ﹤0.01% of the portfolio, ranked #1116.

Creative Planning first reported a position in ARWR in Q1 2014 and has held it in 43 quarters since. 436 funds tracked by Wall St. Rank hold ARWR as of Q1 2026.

  • Creative Planning held 88,256 shares of Arrowhead Research worth $5.53M as of Q1 2026.
  • Creative Planning bought 13,835 Arrowhead Research shares in Q1 2026, an estimated $876K.
  • Arrowhead Research made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1116 holding.
  • Creative Planning first reported a position in Arrowhead Research in Q1 2014 and has held it in 43 quarters since.
  • 436 funds tracked by Wall St. Rank held Arrowhead Research as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.