Envestnet Portfolio Solutions
ARWR icon

Envestnet Portfolio Solutions’s Arrowhead Research ARWR Stock Holding History

Envestnet Portfolio Solutions’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
2025
Q1 		– Sell
-10,080
Closed -$190K – 1545
2024
Q4 		$190K Buy
+10,080
New +$208K ﹤0.01% 1699

Other funds holding ARWR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SL
Siren LLC Greenwich, Connecticut $3.61B AUM 203.3% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Envestnet Portfolio Solutions's ARWR Position: Q1 2025 in Review

Envestnet Portfolio Solutions sold out of Arrowhead Research (ARWR) in Q1 2025, closing a stake of 10,080 shares — an estimated $190K sold.

Envestnet Portfolio Solutions first reported a position in ARWR in Q4 2024 and held it in 1 quarter. The position peaked at $190K in Q4 2024. 265 funds tracked by Wall St. Rank hold ARWR as of Q1 2025.

  • Envestnet Portfolio Solutions reported no remaining Arrowhead Research position as of Q1 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 10,080 Arrowhead Research shares in Q1 2025, an estimated $190K.
  • Envestnet Portfolio Solutions first reported a position in Arrowhead Research in Q4 2024 and held it in 1 quarter.
  • Envestnet Portfolio Solutions's Arrowhead Research position peaked at $190K in Q4 2024.
  • 265 funds tracked by Wall St. Rank held Arrowhead Research as of Q1 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2025, filed 21 Apr 2025.