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Integrated Wealth Concepts’s Arrowhead Research ARWR Stock Holding History

Integrated Wealth Concepts’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 		$494K Buy
+7,885
New +$499K ﹤0.01% 1552
2025
Q4 		– Sell
-6,577
Closed -$227K – 1637
2025
Q3 		$227K Buy
+6,577
New +$145K ﹤0.01% 1783
2023
Q3 		– Sell
-5,619
Closed -$200K – 1563
2023
Q2 		$200K Buy
+5,619
New +$194K ﹤0.01% 1431

Other funds holding ARWR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPC
Vestal Point Capital New York $3.58B AUM 189.12% 1-Year Est. Return

Integrated Wealth Concepts's ARWR Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in Arrowhead Research (ARWR) in Q1 2026: 7,885 shares worth $494K. The stake represents ﹤0.01% of the portfolio and ranks #1552 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in ARWR as recently as Q3 2025.

Integrated Wealth Concepts first reported a position in ARWR in Q2 2023 and has held it in 3 quarters since. 436 funds tracked by Wall St. Rank hold ARWR as of Q1 2026.

  • Integrated Wealth Concepts held 7,885 shares of Arrowhead Research worth $494K as of Q1 2026.
  • Arrowhead Research was a new Integrated Wealth Concepts position in Q1 2026.
  • Arrowhead Research made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1552 holding.
  • Integrated Wealth Concepts first reported a position in Arrowhead Research in Q2 2023 and has held it in 3 quarters since.
  • 436 funds tracked by Wall St. Rank held Arrowhead Research as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.