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Summit Global Investments’s Arrowhead Research ARWR Stock Holding History

Summit Global Investments’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
-14,287
Closed -$949K – 487
2025
Q4 		$949K Buy
14,287
+4,353
+44% +$213K 0.06% 206
2025
Q3 		$343K Buy
+9,934
New +$218K 0.02% 374

Other funds holding ARWR

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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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Invesco
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

Summit Global Investments's ARWR Position: Q1 2026 in Review

Summit Global Investments sold out of Arrowhead Research (ARWR) in Q1 2026, closing a stake of 14,287 shares — an estimated $949K sold.

Summit Global Investments first reported a position in ARWR in Q3 2025 and held it in 2 quarters. The position peaked at $949K in Q4 2025. 438 funds tracked by Wall St. Rank hold ARWR as of Q1 2026.

  • Summit Global Investments reported no remaining Arrowhead Research position as of Q1 2026 after selling out during the quarter.
  • Summit Global Investments sold 14,287 Arrowhead Research shares in Q1 2026, an estimated $949K.
  • Summit Global Investments first reported a position in Arrowhead Research in Q3 2025 and held it in 2 quarters.
  • Summit Global Investments's Arrowhead Research position peaked at $949K in Q4 2025.
  • 438 funds tracked by Wall St. Rank held Arrowhead Research as of Q1 2026.

Based on Summit Global Investments's 13F filing for Q1 2026, filed 7 May 2026.