Sound Income Strategies’s Arrowhead Research ARWR Stock Holding History

Sound Income Strategies’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	–	Sell	-393	Closed	-$24.7K	–	604
2026 Q1	$24.7K	Hold	393	–	–	﹤0.01%	1098
2025 Q4	$25.1K	Sell	393 -412	-51%	-$20.2K	﹤0.01%	1058
2025 Q3	$29K	Hold	805	–	–	﹤0.01%	713
2025 Q2	$12.7K	Hold	805	–	–	﹤0.01%	876
2025 Q1	$10.3K	Hold	805	–	–	﹤0.01%	902
2024 Q4	$15.1K	Hold	805	–	–	﹤0.01%	736
2024 Q3	$15.6K	Hold	805	–	–	﹤0.01%	692
2024 Q2	$20.9K	Hold	805	–	–	﹤0.01%	620
2024 Q1	$23K	Hold	805	–	–	﹤0.01%	575
2023 Q4	$24.6K	Hold	805	–	–	﹤0.01%	550
2023 Q3	$21.6K	Hold	805	–	–	﹤0.01%	430
2023 Q2	$28.7K	Hold	805	–	–	﹤0.01%	371
2023 Q1	$20.4K	Hold	805	–	–	﹤0.01%	420
2022 Q4	$32.7K	Hold	805	–	–	﹤0.01%	315
2022 Q3	$27K	Hold	805	–	–	﹤0.01%	312
2022 Q2	$28K	Hold	805	–	–	﹤0.01%	297
2022 Q1	$37K	Hold	805	–	–	﹤0.01%	263
2021 Q4	$53K	Sell	805 -125	-13%	-$8.59K	0.01%	223
2021 Q3	$58K	Hold	930	–	–	0.01%	211
2021 Q2	$77K	Buy	930 +250	+37%	+$18.6K	0.01%	193
2021 Q1	$45.1K	Hold	680	–	–	0.01%	230
2020 Q4	$52K	Hold	680	–	–	0.01%	201
2020 Q3	$29K	Hold	680	–	–	0.01%	239
2020 Q2	$29K	Hold	680	–	–	0.01%	218
2020 Q1	$20K	Hold	680	–	–	0.01%	245
2019 Q4	$43K	Hold	680	–	–	0.01%	143
2019 Q3	$19K	Sell	680 -619	-48%	-$18.3K	0.01%	219
2019 Q2	$34K	Buy	+1,299	New	+$28.5K	0.01%	164

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

Sound Income Strategies's ARWR Position: Q2 2026 in Review

Sound Income Strategies sold out of Arrowhead Research (ARWR) in Q2 2026, closing a stake of 393 shares — an estimated $24.7K sold.

Sound Income Strategies first reported a position in ARWR in Q2 2019 and held it in 28 quarters. The position peaked at $77K in Q2 2021. 500 funds tracked by Wall St. Rank hold ARWR as of Q2 2026.

Sound Income Strategies reported no remaining Arrowhead Research position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 393 Arrowhead Research shares in Q2 2026, an estimated $24.7K.
Sound Income Strategies first reported a position in Arrowhead Research in Q2 2019 and held it in 28 quarters.
Sound Income Strategies's Arrowhead Research position peaked at $77K in Q2 2021.
500 funds tracked by Wall St. Rank held Arrowhead Research as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.