PWPS
ARWR icon

Pinnacle Wealth Planning Services’s Arrowhead Research ARWR Stock Holding History

Pinnacle Wealth Planning Services’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 		$44.7K Sell
548
-120
-18% -$8.86K ﹤0.01% 1355
2026
Q1 		$41.9K Sell
668
-2,676
-80% -$169K ﹤0.01% 1296
2025
Q4 		$222K Buy
+3,344
New +$164K 0.02% 435
2021
Q1 		– Sell
-1,225
Closed -$94K – 459
2020
Q4 		$94K Buy
+1,225
New +$78.3K 0.02% 495

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

Pinnacle Wealth Planning Services's ARWR Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Arrowhead Research (ARWR) stake by 18% in Q2 2026, selling an estimated $8.86K and leaving 548 shares worth $44.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1355.

Pinnacle Wealth Planning Services first reported a position in ARWR in Q4 2020 and has held it in 4 quarters since. The position peaked at $222K in Q4 2025. 500 funds tracked by Wall St. Rank hold ARWR as of Q2 2026.

  • Pinnacle Wealth Planning Services held 548 shares of Arrowhead Research worth $44.7K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 120 Arrowhead Research shares in Q2 2026, an estimated $8.86K.
  • Arrowhead Research made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1355 holding.
  • Pinnacle Wealth Planning Services first reported a position in Arrowhead Research in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Arrowhead Research position peaked at $222K in Q4 2025.
  • 500 funds tracked by Wall St. Rank held Arrowhead Research as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.