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Sectoral Asset Management’s Arvinas ARVN Stock Holding History

Sectoral Asset Management’s Portfolio ARVN Stock Details ARVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-12,930
Closed -$90.8K – 95
2025
Q1 		$90.8K Sell
12,930
-17,220
-57% -$270K 0.07% 81
2024
Q4 		$578K Sell
30,150
-15,680
-34% -$381K 0.39% 53
2024
Q3 		$1.13M Buy
45,830
+11,000
+32% +$287K 0.67% 47
2024
Q2 		$927K Sell
34,830
-13,950
-29% -$444K 0.38% 57
2024
Q1 		$2.01M Sell
48,780
-17,220
-26% -$752K 0.79% 39
2023
Q4 		$2.72M Buy
66,000
+58,990
+842% +$1.38M 1.17% 29
2023
Q3 		$138K Buy
7,010
+835
+14% +$20.5K 0.03% 120
2023
Q2 		$153K Sell
6,175
-198,939
-97% -$5.12M 0.03% 119
2023
Q1 		$5.6M Sell
205,114
-34,133
-14% -$1.08M 1.08% 37
2022
Q4 		$8.18M Sell
239,247
-10,320
-4% -$434K 1.58% 16
2022
Q3 		$11.1M Sell
249,567
-17,425
-7% -$846K 2.19% 9
2022
Q2 		$11.2M Buy
266,992
+100,861
+61% +$5.06M 2.26% 8
2022
Q1 		$11.2M Sell
166,131
-12,082
-7% -$823K 1.98% 14
2021
Q4 		$14.6M Sell
178,213
-130,179
-42% -$10.6M 2.2% 10
2021
Q3 		$25.3M Buy
308,392
+25,600
+9% +$2.26M 2.11% 5
2021
Q2 		$21.8M Sell
282,792
-187,250
-40% -$13M 1.76% 10
2021
Q1 		$31.1M Sell
470,042
-62,083
-12% -$4.75M 2.36% 7
2020
Q4 		$45.2M Sell
532,125
-169,387
-24% -$5.84M 3.18% 2
2020
Q3 		$16.6M Buy
701,512
+234,512
+50% +$6.8M 1.42% 27
2020
Q2 		$15.7M Buy
+467,000
New +$19.8M 1.44% 28

Other funds holding ARVN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
P
Pfizer New York $239M AUM 232.47% 1-Year Est. Return
LGM
Logos Global Management San Francisco, California $2B AUM 444.09% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
OM
Opaleye Management Boston, Massachusetts $759M AUM 124.8% 1-Year Est. Return
NLVP
New Leaf Venture Partners New York $43M AUM 25.55% 1-Year Est. Return

Sectoral Asset Management's ARVN Position: Q2 2025 in Review

Sectoral Asset Management sold out of Arvinas (ARVN) in Q2 2025, closing a stake of 12,930 shares — an estimated $90.8K sold.

Sectoral Asset Management first reported a position in ARVN in Q2 2020 and held it in 20 quarters. The position peaked at $45.2M in Q4 2020. 215 funds tracked by Wall St. Rank hold ARVN as of Q2 2025.

  • Sectoral Asset Management reported no remaining Arvinas position as of Q2 2025 after selling out during the quarter.
  • Sectoral Asset Management sold 12,930 Arvinas shares in Q2 2025, an estimated $90.8K.
  • Sectoral Asset Management first reported a position in Arvinas in Q2 2020 and held it in 20 quarters.
  • Sectoral Asset Management's Arvinas position peaked at $45.2M in Q4 2020.
  • 215 funds tracked by Wall St. Rank held Arvinas as of Q2 2025.

Based on Sectoral Asset Management's 13F filing for Q2 2025, filed 14 Aug 2025.