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Evergreen Capital Management’s Arrowhead Research ARWR Stock Holding History

Evergreen Capital Management’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 		$493K Buy
6,047
+31
+0.5% +$2.29K 0.01% 903
2026
Q1 		$377K Sell
6,016
-213
-3% -$13.5K 0.01% 966
2025
Q4 		$414K Buy
+6,229
New +$305K 0.01% 860

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

Evergreen Capital Management's ARWR Position: Q2 2026 in Review

Evergreen Capital Management increased its Arrowhead Research (ARWR) stake by 0.52% in Q2 2026, buying an estimated $2.29K and bringing the position to 6,047 shares worth $493K. The position accounts for 0.01% of the portfolio, ranked #903.

Evergreen Capital Management first reported a position in ARWR in Q4 2025 and has held it in 3 quarters since. 500 funds tracked by Wall St. Rank hold ARWR as of Q2 2026.

  • Evergreen Capital Management held 6,047 shares of Arrowhead Research worth $493K as of Q2 2026.
  • Evergreen Capital Management bought 31 Arrowhead Research shares in Q2 2026, an estimated $2.29K.
  • Arrowhead Research made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #903 holding.
  • Evergreen Capital Management first reported a position in Arrowhead Research in Q4 2025 and has held it in 3 quarters since.
  • 500 funds tracked by Wall St. Rank held Arrowhead Research as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.