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LRI Investments’s Arrowhead Research ARWR Stock Holding History

LRI Investments’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 		$178K Buy
2,186
+2,025
+1,258% +$150K 0.01% 349
2026
Q1 		$10.1K Buy
161
+36
+29% +$2.28K ﹤0.01% 882
2025
Q4 		$8.32K Buy
+125
New +$6.13K ﹤0.01% 919

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

LRI Investments's ARWR Position: Q2 2026 in Review

LRI Investments increased its Arrowhead Research (ARWR) stake by 1,258% in Q2 2026, buying an estimated $150K and bringing the position to 2,186 shares worth $178K. The position accounts for 0.01% of the portfolio, ranked #349.

LRI Investments first reported a position in ARWR in Q4 2025 and has held it in 3 quarters since. 500 funds tracked by Wall St. Rank hold ARWR as of Q2 2026.

  • LRI Investments held 2,186 shares of Arrowhead Research worth $178K as of Q2 2026.
  • LRI Investments bought 2,025 Arrowhead Research shares in Q2 2026, an estimated $150K.
  • Arrowhead Research made up 0.01% of LRI Investments's portfolio in Q2 2026, its #349 holding.
  • LRI Investments first reported a position in Arrowhead Research in Q4 2025 and has held it in 3 quarters since.
  • 500 funds tracked by Wall St. Rank held Arrowhead Research as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.