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Summit Trail Advisors’s Arrowhead Research ARWR Stock Holding History

Summit Trail Advisors’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
-3,164
Closed -$210K – 1443
2025
Q4 		$210K Buy
+3,164
New +$155K ﹤0.01% 1267

Other funds holding ARWR

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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 Trail Advisors's ARWR Position: Q1 2026 in Review

Summit Trail Advisors sold out of Arrowhead Research (ARWR) in Q1 2026, closing a stake of 3,164 shares — an estimated $210K sold.

Summit Trail Advisors first reported a position in ARWR in Q4 2025 and held it in 1 quarter. The position peaked at $210K in Q4 2025. 438 funds tracked by Wall St. Rank hold ARWR as of Q1 2026.

  • Summit Trail Advisors reported no remaining Arrowhead Research position as of Q1 2026 after selling out during the quarter.
  • Summit Trail Advisors sold 3,164 Arrowhead Research shares in Q1 2026, an estimated $210K.
  • Summit Trail Advisors first reported a position in Arrowhead Research in Q4 2025 and held it in 1 quarter.
  • Summit Trail Advisors's Arrowhead Research position peaked at $210K in Q4 2025.
  • 438 funds tracked by Wall St. Rank held Arrowhead Research as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.