Jacobs Levy Equity Management’s Arvinas ARVN Stock Holding History

Jacobs Levy Equity 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 Q2	$11.7M	Sell	1,412,643 -28,878	-2%	-$269K	0.04%	290
2026 Q1	$15.3M	Buy	1,441,521 +1,189,227	+471%	+$14.7M	0.06%	245
2025 Q4	$2.99M	Buy	252,294 +29,814	+13%	+$325K	0.01%	517
2025 Q3	$1.9M	Buy	222,480 +46,238	+26%	+$351K	0.01%	604
2025 Q2	$1.3M	Buy	176,242 +133,432	+312%	+$983K	0.01%	711
2025 Q1	$301K	Buy	+42,810	New	+$671K	﹤0.01%	981
2024 Q2	–	Sell	-10,450	Closed	-$431K	–	960
2024 Q1	$431K	Sell	10,450 -36,311	-78%	-$1.59M	﹤0.01%	824
2023 Q4	$1.92M	Sell	46,761 -73,354	-61%	-$1.71M	0.01%	608
2023 Q3	$2.36M	Buy	120,115 +29,240	+32%	+$717K	0.01%	535
2023 Q2	$2.26M	Buy	+90,875	New	+$2.34M	0.01%	544
2019 Q4	–	Sell	-13,300	Closed	-$287K	–	995
2019 Q3	$287K	Buy	+13,300	New	+$326K	﹤0.01%	783

Other funds holding ARVN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Pfizer New York $170M AUM 191.09% 1-Year Est. Return

Armistice Capital New York $8.17B AUM 68.82% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

Nextech Invest Zurich, Switzerland $2.11B AUM 413.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jacobs Levy Equity Management's ARVN Position: Q2 2026 in Review

Jacobs Levy Equity Management reduced its Arvinas (ARVN) stake by 2% in Q2 2026, selling an estimated $269K and leaving 1,412,643 shares worth $11.7M. The position accounts for 0.04% of the portfolio, ranked #290.

Jacobs Levy Equity Management first reported a position in ARVN in Q3 2019 and has held it in 11 quarters since. The position peaked at $15.3M in Q1 2026. 200 funds tracked by Wall St. Rank hold ARVN as of Q2 2026.

Jacobs Levy Equity Management held 1,412,643 shares of Arvinas worth $11.7M as of Q2 2026.
Jacobs Levy Equity Management sold 28,878 Arvinas shares in Q2 2026, an estimated $269K.
Arvinas made up 0.04% of Jacobs Levy Equity Management's portfolio in Q2 2026, its #290 holding.
Jacobs Levy Equity Management first reported a position in Arvinas in Q3 2019 and has held it in 11 quarters since.
Jacobs Levy Equity Management's Arvinas position peaked at $15.3M in Q1 2026.
200 funds tracked by Wall St. Rank held Arvinas as of Q2 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q2 2026, filed 14 Aug 2026.