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
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

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
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

Lido Advisors's ARWR Position: Q2 2026 in Review

Lido Advisors opened a new position in Arrowhead Research (ARWR) in Q2 2026: 3,920 shares worth $320K. The stake represents ﹤0.01% of the portfolio and ranks #1727 among its holdings. This is a return to the name: Lido Advisors previously reported a position in ARWR as recently as Q2 2024.

Lido Advisors first reported a position in ARWR in Q2 2023 and has held it in 6 quarters since. The position peaked at $552K in Q2 2023. 501 funds tracked by Wall St. Rank hold ARWR as of Q2 2026.

  • Lido Advisors held 3,920 shares of Arrowhead Research worth $320K as of Q2 2026.
  • Arrowhead Research was a new Lido Advisors position in Q2 2026.
  • Arrowhead Research made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1727 holding.
  • Lido Advisors first reported a position in Arrowhead Research in Q2 2023 and has held it in 6 quarters since.
  • Lido Advisors's Arrowhead Research position peaked at $552K in Q2 2023.
  • 501 funds tracked by Wall St. Rank held Arrowhead Research as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.