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 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 $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

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

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. 502 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.
502 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.