EverSource Wealth Advisors’s Arrowhead Research ARWR Stock Holding History

EverSource 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	$56.2K	Sell	690 -314	-31%	-$23.2K	﹤0.01%	1708
2026 Q1	$63K	Buy	1,004 +63	+7%	+$3.99K	﹤0.01%	1735
2025 Q4	$62.5K	Sell	941 -76	-7%	-$3.73K	﹤0.01%	1605
2025 Q3	$35.1K	Buy	1,017 +15	+1%	+$330	﹤0.01%	1958
2025 Q2	$15.8K	Buy	1,002 +755	+306%	+$10.8K	﹤0.01%	2476
2025 Q1	$3.15K	Buy	247 +129	+109%	+$2.35K	﹤0.01%	2713
2024 Q4	$2.22K	Buy	118 +5	+4%	+$103	﹤0.01%	2675
2024 Q3	$2.19K	Hold	113	–	–	﹤0.01%	2519
2024 Q2	$3.23K	Buy	113 +16	+16%	+$393	﹤0.01%	2384
2024 Q1	$2.19K	Sell	97 -32	-25%	-$1.02K	﹤0.01%	2350
2023 Q4	$3.95K	Buy	129 +25	+24%	+$664	﹤0.01%	1951
2023 Q3	$2.79K	Buy	104 +53	+104%	+$1.62K	﹤0.01%	1909
2023 Q2	$1.82K	Buy	+51	New	+$1.76K	﹤0.01%	2053
2022 Q2	–	Sell	-97	Closed	-$4K	–	1711
2022 Q1	$4K	Hold	97	–	–	﹤0.01%	1310
2021 Q4	$6K	Buy	+97	New	+$6.67K	﹤0.01%	1161

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 $3.37T AUM 44.26% 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

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

EverSource Wealth Advisors reduced its Arrowhead Research (ARWR) stake by 31% in Q2 2026, selling an estimated $23.2K and leaving 690 shares worth $56.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1708.

EverSource Wealth Advisors first reported a position in ARWR in Q4 2021 and has held it in 15 quarters since. The position peaked at $63K in Q1 2026. 500 funds tracked by Wall St. Rank hold ARWR as of Q2 2026.

EverSource Wealth Advisors held 690 shares of Arrowhead Research worth $56.2K as of Q2 2026.
EverSource Wealth Advisors sold 314 Arrowhead Research shares in Q2 2026, an estimated $23.2K.
Arrowhead Research made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1708 holding.
EverSource Wealth Advisors first reported a position in Arrowhead Research in Q4 2021 and has held it in 15 quarters since.
EverSource Wealth Advisors's Arrowhead Research position peaked at $63K in Q1 2026.
500 funds tracked by Wall St. Rank held Arrowhead Research as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.