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EP Wealth Advisors’s Arrowhead Research ARWR Stock Holding History

EP Wealth Advisors’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 		$3.11M Sell
38,135
-271
-0.7% -$20K 0.01% 485
2026
Q1 		$2.41M Sell
38,406
-277
-0.7% -$17.5K 0.01% 440
2025
Q4 		$2.57M Buy
+38,683
New +$1.9M 0.01% 396
2025
Q2 		$609K Buy
+38,524
New +$553K ﹤0.01% 708
2024
Q3 		– Sell
-8,844
Closed -$230K – 1182
2024
Q2 		$230K Buy
8,844
+25
+0.3% +$614 ﹤0.01% 725
2024
Q1 		$252K Buy
8,819
+319
+4% +$10.2K ﹤0.01% 676
2023
Q4 		$260K Hold
8,500
– – ﹤0.01% 660
2023
Q3 		$228K Buy
8,500
+7,607
+852% +$233K ﹤0.01% 628
2023
Q2 		$307K Sell
893
-7,607
-89% -$262K ﹤0.01% 560
2023
Q1 		$216K Hold
8,500
– – ﹤0.01% 559
2022
Q4 		$345K Buy
+8,500
New +$282K 0.01% 440

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

EP Wealth Advisors's ARWR Position: Q2 2026 in Review

EP Wealth Advisors reduced its Arrowhead Research (ARWR) stake by 0.71% in Q2 2026, selling an estimated $20K and leaving 38,135 shares worth $3.11M. The position accounts for 0.01% of the portfolio, ranked #485.

EP Wealth Advisors first reported a position in ARWR in Q4 2022 and has held it in 11 quarters since. 500 funds tracked by Wall St. Rank hold ARWR as of Q2 2026.

  • EP Wealth Advisors held 38,135 shares of Arrowhead Research worth $3.11M as of Q2 2026.
  • EP Wealth Advisors sold 271 Arrowhead Research shares in Q2 2026, an estimated $20K.
  • Arrowhead Research made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #485 holding.
  • EP Wealth Advisors first reported a position in Arrowhead Research in Q4 2022 and has held it in 11 quarters since.
  • 500 funds tracked by Wall St. Rank held Arrowhead Research as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.