Fermata Advisors’s Arrowhead Research ARWR Stock Holding History

Fermata 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 Q1	–	Sell	-6,000	Closed	-$398K	–	233
2025 Q4	$398K	Buy	+6,000	New	+$294K	0.1%	150

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

VPC

Vestal Point Capital New York $4.28B AUM 239% 1-Year Est. Return

Fermata Advisors's ARWR Position: Q1 2026 in Review

Fermata Advisors sold out of Arrowhead Research (ARWR) in Q1 2026, closing a stake of 6,000 shares — an estimated $398K sold.

Fermata Advisors first reported a position in ARWR in Q4 2025 and held it in 1 quarter. The position peaked at $398K in Q4 2025. 438 funds tracked by Wall St. Rank hold ARWR as of Q1 2026.

Fermata Advisors reported no remaining Arrowhead Research position as of Q1 2026 after selling out during the quarter.
Fermata Advisors sold 6,000 Arrowhead Research shares in Q1 2026, an estimated $398K.
Fermata Advisors first reported a position in Arrowhead Research in Q4 2025 and held it in 1 quarter.
Fermata Advisors's Arrowhead Research position peaked at $398K in Q4 2025.
438 funds tracked by Wall St. Rank held Arrowhead Research as of Q1 2026.

Based on Fermata Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.