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Mount Yale Investment Advisors’s Arrowhead Research ARWR Stock Holding History

Mount Yale Investment 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
Q1 		$751K Buy
+11,977
New +$758K 0.02% 588
2025
Q3 		– Sell
-1,200
Closed -$19K – 734
2025
Q2 		$19K Buy
+1,200
New +$17.2K ﹤0.01% 1051
2021
Q3 		– Sell
-2,645
Closed -$219K – 460
2021
Q2 		$219K Buy
+2,645
New +$197K 0.03% 396
2021
Q1 		– Sell
-3,046
Closed -$234K – 411
2020
Q4 		$234K Buy
+3,046
New +$195K 0.03% 349
2018
Q4 		– Sell
-608
Closed -$10K – 347
2018
Q3 		$10K Buy
+608
New +$9.98K ﹤0.01% 855

Other funds holding ARWR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPC
Vestal Point Capital New York $3.58B AUM 189.12% 1-Year Est. Return

Mount Yale Investment Advisors's ARWR Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Arrowhead Research (ARWR) in Q1 2026: 11,977 shares worth $751K. The stake represents 0.02% of the portfolio and ranks #588 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in ARWR as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in ARWR in Q3 2018 and has held it in 5 quarters since. 436 funds tracked by Wall St. Rank hold ARWR as of Q1 2026.

  • Mount Yale Investment Advisors held 11,977 shares of Arrowhead Research worth $751K as of Q1 2026.
  • Arrowhead Research was a new Mount Yale Investment Advisors position in Q1 2026.
  • Arrowhead Research made up 0.02% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #588 holding.
  • Mount Yale Investment Advisors first reported a position in Arrowhead Research in Q3 2018 and has held it in 5 quarters since.
  • 436 funds tracked by Wall St. Rank held Arrowhead Research as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.