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Gratus Wealth Advisors’s Arrowhead Research ARWR Stock Holding History

Gratus 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
2025
Q2 		– Sell
-12,250
Closed -$156K – 131
2025
Q1 		$156K Hold
12,250
– – 0.03% 128
2024
Q4 		$230K Hold
12,250
– – 0.04% 123
2024
Q3 		$222K Hold
12,250
– – 0.04% 130
2024
Q2 		$347K Hold
12,250
– – 0.06% 102
2024
Q1 		$277K Buy
+12,250
New +$392K 0.05% 115

Other funds holding ARWR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
SL
Siren LLC Greenwich, Connecticut $3.61B AUM 203.3% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Gratus Wealth Advisors's ARWR Position: Q2 2025 in Review

Gratus Wealth Advisors sold out of Arrowhead Research (ARWR) in Q2 2025, closing a stake of 12,250 shares — an estimated $156K sold.

Gratus Wealth Advisors first reported a position in ARWR in Q1 2024 and held it in 5 quarters. The position peaked at $347K in Q2 2024. 282 funds tracked by Wall St. Rank hold ARWR as of Q2 2025.

  • Gratus Wealth Advisors reported no remaining Arrowhead Research position as of Q2 2025 after selling out during the quarter.
  • Gratus Wealth Advisors sold 12,250 Arrowhead Research shares in Q2 2025, an estimated $156K.
  • Gratus Wealth Advisors first reported a position in Arrowhead Research in Q1 2024 and held it in 5 quarters.
  • Gratus Wealth Advisors's Arrowhead Research position peaked at $347K in Q2 2024.
  • 282 funds tracked by Wall St. Rank held Arrowhead Research as of Q2 2025.

Based on Gratus Wealth Advisors's 13F filing for Q2 2025, filed 22 Jul 2025.