Shelton Capital Management’s Arrowhead Research ARWR Stock Holding History

Shelton Capital Management’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	$364K	Hold	4,460	–	–	0.01%	468
2026 Q1	$280K	Sell	4,460 -305	-6%	-$19.3K	0.01%	535
2025 Q4	$316K	Buy	+4,765	New	+$234K	0.01%	478
2023 Q1	–	Sell	-5,525	Closed	-$224K	–	730
2022 Q4	$224K	Buy	+5,525	New	+$183K	0.02%	589
2022 Q2	–	Sell	-5,525	Closed	-$254K	–	724
2022 Q1	$254K	Hold	5,525	–	–	0.01%	650
2021 Q4	$366K	Sell	5,525 -252	-4%	-$17.3K	0.01%	470
2021 Q3	$361K	Hold	5,777	–	–	0.01%	477
2021 Q2	$478K	Hold	5,777	–	–	0.02%	392
2021 Q1	$383K	Hold	5,777	–	–	0.01%	456
2020 Q4	$443K	Sell	5,777 -254	-4%	-$16.2K	0.02%	375
2020 Q3	$260K	Hold	6,031	–	–	0.01%	587
2020 Q2	$260K	Buy	+6,031	New	+$213K	0.01%	492

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Norges Bank Oslo, Norway $1T AUM

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

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

Shelton Capital Management's ARWR Position: Q2 2026 in Review

Shelton Capital Management held its Arrowhead Research (ARWR) position steady in Q2 2026 at 4,460 shares worth $364K. The position accounts for 0.01% of the portfolio, ranked #468.

Shelton Capital Management first reported a position in ARWR in Q2 2020 and has held it in 12 quarters since. The position peaked at $478K in Q2 2021. 500 funds tracked by Wall St. Rank hold ARWR as of Q2 2026.

Shelton Capital Management held 4,460 shares of Arrowhead Research worth $364K as of Q2 2026.
Shelton Capital Management left its Arrowhead Research share count unchanged in Q2 2026.
Arrowhead Research made up 0.01% of Shelton Capital Management's portfolio in Q2 2026, its #468 holding.
Shelton Capital Management first reported a position in Arrowhead Research in Q2 2020 and has held it in 12 quarters since.
Shelton Capital Management's Arrowhead Research position peaked at $478K in Q2 2021.
500 funds tracked by Wall St. Rank held Arrowhead Research as of Q2 2026.

Based on Shelton Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.