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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
Q2 		$1.38M Buy
16,991
+5,014
+42% +$370K 0.03% 505
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 $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 $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's ARWR Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Arrowhead Research (ARWR) stake by 42% in Q2 2026, buying an estimated $370K and bringing the position to 16,991 shares worth $1.38M. The position accounts for 0.03% of the portfolio, ranked #505.

Mount Yale Investment Advisors first reported a position in ARWR in Q3 2018 and has held it in 6 quarters since. 502 funds tracked by Wall St. Rank hold ARWR as of Q2 2026.

  • Mount Yale Investment Advisors held 16,991 shares of Arrowhead Research worth $1.38M as of Q2 2026.
  • Mount Yale Investment Advisors bought 5,014 Arrowhead Research shares in Q2 2026, an estimated $370K.
  • Arrowhead Research made up 0.03% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #505 holding.
  • Mount Yale Investment Advisors first reported a position in Arrowhead Research in Q3 2018 and has held it in 6 quarters since.
  • 502 funds tracked by Wall St. Rank held Arrowhead Research as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.