Lido Advisors
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Lido Advisors’s Arrowhead Research ARWR Stock Holding History

Lido 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
2026
Q3 		– Sell
-3,920
Closed -$320K – 2061
2026
Q2 		$320K Buy
+3,920
New +$290K ﹤0.01% 1727
2024
Q3 		– Sell
-15,591
Closed -$405K – 1473
2024
Q2 		$405K Sell
15,591
-21
-0.1% -$516 ﹤0.01% 1001
2024
Q1 		$447K Buy
15,612
+21
+0.1% +$672 ﹤0.01% 937
2023
Q4 		$477K Sell
15,591
-221
-1% -$5.87K ﹤0.01% 876
2023
Q3 		$425K Buy
15,812
+342
+2% +$10.5K ﹤0.01% 791
2023
Q2 		$552K Buy
+15,470
New +$533K ﹤0.01% 700

Other funds holding ARWR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
SL
Siren LLC Greenwich, Connecticut $4.23B AUM 121.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Western Financial Corp
Western Financial Corp San Diego, California $300M AUM 87.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Lido Advisors's ARWR Position: Q3 2026 in Review

Lido Advisors sold out of Arrowhead Research (ARWR) in Q3 2026, closing a stake of 3,920 shares — an estimated $320K sold.

Lido Advisors first reported a position in ARWR in Q2 2023 and held it in 6 quarters. The position peaked at $552K in Q2 2023. 321 funds tracked by Wall St. Rank hold ARWR as of Q3 2026.

  • Lido Advisors reported no remaining Arrowhead Research position as of Q3 2026 after selling out during the quarter.
  • Lido Advisors sold 3,920 Arrowhead Research shares in Q3 2026, an estimated $320K.
  • Lido Advisors first reported a position in Arrowhead Research in Q2 2023 and held it in 6 quarters.
  • Lido Advisors's Arrowhead Research position peaked at $552K in Q2 2023.
  • 321 funds tracked by Wall St. Rank held Arrowhead Research as of Q3 2026.

Based on Lido Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.