SageView Advisory Group’s Arrowhead Research ARWR Stock Holding History

SageView Advisory Group’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	–	Sell	-903	Closed	-$60K	–	701
2025 Q4	$60K	Buy	+903	New	+$44.3K	﹤0.01%	1004

Other funds holding ARWR

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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

VPC

Vestal Point Capital New York $4.28B AUM 239% 1-Year Est. Return

SageView Advisory Group's ARWR Position: Q1 2026 in Review

SageView Advisory Group sold out of Arrowhead Research (ARWR) in Q1 2026, closing a stake of 903 shares — an estimated $60K sold.

SageView Advisory Group first reported a position in ARWR in Q4 2025 and held it in 1 quarter. The position peaked at $60K in Q4 2025. 438 funds tracked by Wall St. Rank hold ARWR as of Q1 2026.

SageView Advisory Group reported no remaining Arrowhead Research position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 903 Arrowhead Research shares in Q1 2026, an estimated $60K.
SageView Advisory Group first reported a position in Arrowhead Research in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's Arrowhead Research position peaked at $60K in Q4 2025.
438 funds tracked by Wall St. Rank held Arrowhead Research as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.