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Fox Run Management’s Arvinas ARVN Stock Holding History

Fox Run Management’s Portfolio ARVN Stock Details ARVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$108K Sell
10,639
-71,488
-87% -$885K 0.02% 832
2025
Q4 		$974K Buy
82,127
+22,953
+39% +$251K 0.15% 219
2025
Q3 		$504K Buy
+59,174
New +$449K 0.08% 496
2024
Q2 		– Sell
-9,198
Closed -$380K – 767
2024
Q1 		$380K Sell
9,198
-1,561
-15% -$68.2K 0.08% 460
2023
Q4 		$443K Buy
+10,759
New +$251K 0.11% 349

Other funds holding ARVN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
P
Pfizer New York $239M AUM 232.47% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
TCM
TCG Crossover Management Palo Alto, California $3.5B AUM 1,165.83% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fox Run Management's ARVN Position: Q1 2026 in Review

Fox Run Management reduced its Arvinas (ARVN) stake by 87% in Q1 2026, selling an estimated $885K and leaving 10,639 shares worth $108K. The position accounts for 0.02% of the portfolio, ranked #832.

Fox Run Management first reported a position in ARVN in Q4 2023 and has held it in 5 quarters since. The position peaked at $974K in Q4 2025. 206 funds tracked by Wall St. Rank hold ARVN as of Q1 2026.

  • Fox Run Management held 10,639 shares of Arvinas worth $108K as of Q1 2026.
  • Fox Run Management sold 71,488 Arvinas shares in Q1 2026, an estimated $885K.
  • Arvinas made up 0.02% of Fox Run Management's portfolio in Q1 2026, its #832 holding.
  • Fox Run Management first reported a position in Arvinas in Q4 2023 and has held it in 5 quarters since.
  • Fox Run Management's Arvinas position peaked at $974K in Q4 2025.
  • 206 funds tracked by Wall St. Rank held Arvinas as of Q1 2026.

Based on Fox Run Management's 13F filing for Q1 2026, filed 12 May 2026.