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Journey Strategic Wealth’s Arrowhead Research ARWR Stock Holding History

Journey Strategic Wealth’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 		$285K Buy
4,546
+72
+2% +$4.56K 0.01% 570
2025
Q4 		$297K Buy
+4,474
New +$219K 0.01% 511

Other funds holding ARWR

BlackRock
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
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
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

Journey Strategic Wealth's ARWR Position: Q1 2026 in Review

Journey Strategic Wealth increased its Arrowhead Research (ARWR) stake by 1.6% in Q1 2026, buying an estimated $4.56K and bringing the position to 4,546 shares worth $285K. The position accounts for 0.01% of the portfolio, ranked #570.

Journey Strategic Wealth first reported a position in ARWR in Q4 2025 and has held it in 2 quarters since. The position peaked at $297K in Q4 2025. 438 funds tracked by Wall St. Rank hold ARWR as of Q1 2026.

  • Journey Strategic Wealth held 4,546 shares of Arrowhead Research worth $285K as of Q1 2026.
  • Journey Strategic Wealth bought 72 Arrowhead Research shares in Q1 2026, an estimated $4.56K.
  • Arrowhead Research made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #570 holding.
  • Journey Strategic Wealth first reported a position in Arrowhead Research in Q4 2025 and has held it in 2 quarters since.
  • Journey Strategic Wealth's Arrowhead Research position peaked at $297K in Q4 2025.
  • 438 funds tracked by Wall St. Rank held Arrowhead Research as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.