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PDS Planning’s Arrowhead Research ARWR Stock Holding History

PDS Planning’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 		$255K Buy
+3,128
New +$231K 0.01% 476
2026
Q1 		– Sell
-3,091
Closed -$205K – 564
2025
Q4 		$205K Buy
+3,091
New +$151K 0.01% 513

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

PDS Planning's ARWR Position: Q2 2026 in Review

PDS Planning opened a new position in Arrowhead Research (ARWR) in Q2 2026: 3,128 shares worth $255K. The stake represents 0.01% of the portfolio and ranks #476 among its holdings. This is a return to the name: PDS Planning previously reported a position in ARWR as recently as Q4 2025.

PDS Planning first reported a position in ARWR in Q4 2025 and has held it in 2 quarters since. 500 funds tracked by Wall St. Rank hold ARWR as of Q2 2026.

  • PDS Planning held 3,128 shares of Arrowhead Research worth $255K as of Q2 2026.
  • Arrowhead Research was a new PDS Planning position in Q2 2026.
  • Arrowhead Research made up 0.01% of PDS Planning's portfolio in Q2 2026, its #476 holding.
  • PDS Planning first reported a position in Arrowhead Research in Q4 2025 and has held it in 2 quarters since.
  • 500 funds tracked by Wall St. Rank held Arrowhead Research as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.