FDx Advisors
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FDx Advisors’s Arrowhead Research ARWR Stock Holding History

FDx 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
Q3 		– Sell
-2,494
Closed -$203K – 175
2026
Q2 		$203K Buy
+2,494
New +$184K 0.06% 175
2021
Q3 		– Sell
-2,498
Closed -$207K – 808
2021
Q2 		$207K Buy
+2,498
New +$186K 0.01% 777

Other funds holding ARWR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
SL
Siren LLC Greenwich, Connecticut $4.23B AUM 121.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Western Financial Corp
Western Financial Corp San Diego, California $300M AUM 87.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

FDx Advisors's ARWR Position: Q3 2026 in Review

FDx Advisors sold out of Arrowhead Research (ARWR) in Q3 2026, closing a stake of 2,494 shares — an estimated $203K sold.

FDx Advisors first reported a position in ARWR in Q2 2021 and held it in 2 quarters. The position peaked at $207K in Q2 2021. 309 funds tracked by Wall St. Rank hold ARWR as of Q3 2026.

  • FDx Advisors reported no remaining Arrowhead Research position as of Q3 2026 after selling out during the quarter.
  • FDx Advisors sold 2,494 Arrowhead Research shares in Q3 2026, an estimated $203K.
  • FDx Advisors first reported a position in Arrowhead Research in Q2 2021 and held it in 2 quarters.
  • FDx Advisors's Arrowhead Research position peaked at $207K in Q2 2021.
  • 309 funds tracked by Wall St. Rank held Arrowhead Research as of Q3 2026.

Based on FDx Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.