Valley National Advisers’s Arrowhead Research ARWR Stock Holding History

Valley National Advisers’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	$16.3K	Hold	200	–	–	﹤0.01%	551
2026 Q1	$12K	Hold	200	–	–	﹤0.01%	571
2025 Q4	$13K	Hold	200	–	–	﹤0.01%	548
2025 Q3	$6K	Hold	200	–	–	﹤0.01%	628
2025 Q2	$3K	Hold	200	–	–	﹤0.01%	680
2025 Q1	$2K	Hold	200	–	–	﹤0.01%	698
2024 Q4	$3K	Hold	200	–	–	﹤0.01%	649
2024 Q3	$3K	Hold	200	–	–	﹤0.01%	620
2024 Q2	$5K	Hold	200	–	–	﹤0.01%	740
2024 Q1	$5K	Hold	200	–	–	﹤0.01%	766
2023 Q4	$6K	Hold	200	–	–	﹤0.01%	742
2023 Q3	$5K	Hold	200	–	–	﹤0.01%	696
2023 Q2	$8K	Hold	200	–	–	﹤0.01%	632
2023 Q1	$6K	Hold	200	–	–	﹤0.01%	659
2022 Q4	$6K	Hold	200	–	–	﹤0.01%	639
2022 Q3	$7K	Hold	200	–	–	﹤0.01%	622
2022 Q2	$8K	Hold	200	–	–	﹤0.01%	593
2022 Q1	$9K	Hold	200	–	–	﹤0.01%	610
2021 Q4	$13K	Hold	200	–	–	﹤0.01%	561
2021 Q3	$12K	Sell	200 -150	-43%	-$9.71K	﹤0.01%	552
2021 Q2	$29K	Hold	350	–	–	0.01%	424
2021 Q1	$23K	Sell	350 -350	-50%	-$27.2K	﹤0.01%	428
2020 Q4	$54K	Hold	700	–	–	0.01%	314
2020 Q3	$30K	Hold	700	–	–	0.01%	341
2020 Q2	$30K	Hold	700	–	–	0.01%	333
2020 Q1	$20K	Sell	700 -300	-30%	-$12.1K	0.01%	374
2019 Q4	$63K	Hold	1,000	–	–	0.02%	291
2019 Q3	$28K	Buy	+1,000	New	+$29.6K	0.01%	371

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

Valley National Advisers's ARWR Position: Q2 2026 in Review

Valley National Advisers held its Arrowhead Research (ARWR) position steady in Q2 2026 at 200 shares worth $16.3K. The position accounts for ﹤0.01% of the portfolio, ranked #551.

Valley National Advisers first reported a position in ARWR in Q3 2019 and has held it in 28 quarters since. The position peaked at $63K in Q4 2019. 500 funds tracked by Wall St. Rank hold ARWR as of Q2 2026.

Valley National Advisers held 200 shares of Arrowhead Research worth $16.3K as of Q2 2026.
Valley National Advisers left its Arrowhead Research share count unchanged in Q2 2026.
Arrowhead Research made up ﹤0.01% of Valley National Advisers's portfolio in Q2 2026, its #551 holding.
Valley National Advisers first reported a position in Arrowhead Research in Q3 2019 and has held it in 28 quarters since.
Valley National Advisers's Arrowhead Research position peaked at $63K in Q4 2019.
500 funds tracked by Wall St. Rank held Arrowhead Research as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.