ORI
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Oak Ridge Investments’s Arrowhead Research ARWR Stock Holding History

Oak Ridge 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 		$2.6M Buy
31,910
+796
+3% +$58.8K 0.15% 96
2026
Q1 		$1.95M Buy
31,114
+427
+1% +$27K 0.13% 98
2025
Q4 		$2.04M Sell
30,687
-849
-3% -$41.6K 0.12% 92
2025
Q3 		$1.09M Sell
31,536
-390
-1% -$8.57K 0.07% 119
2025
Q2 		$504K Sell
31,926
-1,808
-5% -$25.9K 0.04% 146
2025
Q1 		$430K Buy
33,734
+823
+3% +$15K 0.04% 144
2024
Q4 		$619K Sell
32,911
-2,226
-6% -$45.8K 0.05% 141
2024
Q3 		$681K Sell
35,137
-1,463
-4% -$35.7K 0.06% 129
2024
Q2 		$951K Sell
36,600
-5,332
-13% -$131K 0.09% 113
2024
Q1 		$1.2M Sell
41,932
-1,712
-4% -$54.8K 0.12% 113
2023
Q4 		$1.34M Sell
43,644
-4,027
-8% -$107K 0.15% 109
2023
Q3 		$1.28M Sell
47,671
-1,623
-3% -$49.7K 0.16% 107
2023
Q2 		$1.76M Sell
49,294
-1,648
-3% -$56.8K 0.22% 103
2023
Q1 		$1.29M Sell
50,942
-3,158
-6% -$99.3K 0.18% 110
2022
Q4 		$2.19M Sell
54,100
-1,304
-2% -$43.2K 0.33% 92
2022
Q3 		$1.83M Sell
55,404
-364
-0.7% -$14.7K 0.28% 107
2022
Q2 		$1.96M Buy
55,768
+19,047
+52% +$717K 0.29% 99
2022
Q1 		$1.69M Sell
36,721
-21,103
-36% -$1.04M 0.19% 106
2021
Q4 		$3.83M Sell
57,824
-1,009
-2% -$69.3K 0.32% 91
2021
Q3 		$3.67M Sell
58,833
-1,785
-3% -$116K 0.32% 99
2021
Q2 		$5.02M Sell
60,618
-24,702
-29% -$1.84M 0.44% 80
2021
Q1 		$5.66M Sell
85,320
-3,091
-3% -$240K 0.53% 75
2020
Q4 		$6.78M Sell
88,411
-21,690
-20% -$1.39M 0.6% 54
2020
Q3 		$4.74M Sell
110,101
-7,851
-7% -$339K 0.37% 96
2020
Q2 		$5.09M Sell
117,952
-13,550
-10% -$478K 0.43% 86
2020
Q1 		$3.78M Sell
131,502
-15,791
-11% -$637K 0.39% 92
2019
Q4 		$9.34M Sell
147,293
-141,291
-49% -$7.01M 0.69% 57
2019
Q3 		$8.13M Sell
288,584
-15,125
-5% -$448K 0.61% 69
2019
Q2 		$8.05M Sell
303,709
-29,159
-9% -$640K 0.56% 77
2019
Q1 		$6.11M Sell
332,868
-2,115
-0.6% -$34.9K 0.39% 96
2018
Q4 		$4.16M Sell
334,983
-44,391
-12% -$607K 0.3% 107
2018
Q3 		$7.27M Buy
+379,374
New +$6.23M 0.4% 93

Other funds holding ARWR

WFC
Western Financial Corp San Diego, California $341M AUM 130.58% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Oak Ridge Investments's ARWR Position: Q2 2026 in Review

Oak Ridge Investments increased its Arrowhead Research (ARWR) stake by 2.6% in Q2 2026, buying an estimated $58.8K and bringing the position to 31,910 shares worth $2.6M. The position accounts for 0.15% of the portfolio, ranked #96.

Oak Ridge Investments first reported a position in ARWR in Q3 2018 and has held it in 32 quarters since. The position peaked at $9.34M in Q4 2019. 76 funds tracked by Wall St. Rank hold ARWR as of Q2 2026.

  • Oak Ridge Investments held 31,910 shares of Arrowhead Research worth $2.6M as of Q2 2026.
  • Oak Ridge Investments bought 796 Arrowhead Research shares in Q2 2026, an estimated $58.8K.
  • Arrowhead Research made up 0.15% of Oak Ridge Investments's portfolio in Q2 2026, its #96 holding.
  • Oak Ridge Investments first reported a position in Arrowhead Research in Q3 2018 and has held it in 32 quarters since.
  • Oak Ridge Investments's Arrowhead Research position peaked at $9.34M in Q4 2019.
  • 76 funds tracked by Wall St. Rank held Arrowhead Research as of Q2 2026.

Based on Oak Ridge Investments's 13F filing for Q2 2026, filed 21 Jul 2026.