Lloyd Advisory Services’s Arrowhead Research ARWR Stock Holding History

Lloyd Advisory Services’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	–	Sell	-311	Closed	-$19.5K	–	657
2026 Q1	$19.5K	Buy	+311	New	+$19.7K	0.01%	390

Other funds holding ARWR

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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Lloyd Advisory Services's ARWR Position: Q2 2026 in Review

Lloyd Advisory Services sold out of Arrowhead Research (ARWR) in Q2 2026, closing a stake of 311 shares — an estimated $19.5K sold.

Lloyd Advisory Services first reported a position in ARWR in Q1 2026 and held it in 1 quarter. The position peaked at $19.5K in Q1 2026. 500 funds tracked by Wall St. Rank hold ARWR as of Q2 2026.

Lloyd Advisory Services reported no remaining Arrowhead Research position as of Q2 2026 after selling out during the quarter.
Lloyd Advisory Services sold 311 Arrowhead Research shares in Q2 2026, an estimated $19.5K.
Lloyd Advisory Services first reported a position in Arrowhead Research in Q1 2026 and held it in 1 quarter.
Lloyd Advisory Services's Arrowhead Research position peaked at $19.5K in Q1 2026.
500 funds tracked by Wall St. Rank held Arrowhead Research as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.