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Wealth Architects’s Arrowhead Research ARWR Stock Holding History

Wealth Architects’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 		$998K Buy
12,249
+2
+0% +$148 0.08% 111
2026
Q1 		$768K Sell
12,247
-21
-0.2% -$1.33K 0.07% 116
2025
Q4 		$814K Buy
12,268
+119
+1% +$5.83K 0.07% 115
2025
Q3 		$419K Sell
12,149
-112
-0.9% -$2.46K 0.04% 150
2025
Q2 		$194K Sell
12,261
-180
-1% -$2.58K 0.02% 223
2025
Q1 		$158K Buy
12,441
+331
+3% +$6.02K 0.02% 226
2024
Q4 		$228K Hold
12,110
– – 0.03% 194
2024
Q3 		$235K Hold
12,110
– – 0.03% 191
2024
Q2 		$315K Hold
12,110
– – 0.04% 157
2024
Q1 		$346K Hold
12,110
– – 0.05% 149
2023
Q4 		$371K Sell
12,110
-89
-0.7% -$2.36K 0.05% 135
2023
Q3 		$328K Hold
12,199
– – 0.06% 136
2023
Q2 		$435K Sell
12,199
-3,000
-20% -$103K 0.07% 123
2023
Q1 		$386K Hold
15,199
– – 0.07% 125
2022
Q4 		$616K Sell
15,199
-249
-2% -$8.25K 0.12% 84
2022
Q3 		$511K Hold
15,448
– – 0.11% 88
2022
Q2 		$544K Sell
15,448
-5
-0% -$188 0.11% 95
2022
Q1 		$711K Hold
15,453
– – 0.12% 78
2021
Q4 		$1.02M Hold
15,453
– – 0.18% 59
2021
Q3 		$965K Hold
15,453
– – 0.19% 54
2021
Q2 		$1.28M Buy
15,453
+364
+2% +$27.1K 0.25% 43
2021
Q1 		$1M Hold
15,089
– – 0.22% 49
2020
Q4 		$1.16M Hold
15,089
– – 0.27% 38
2020
Q3 		$650K Hold
15,089
– – 0.18% 56
2020
Q2 		$652K Hold
15,089
– – 0.18% 54
2020
Q1 		$434K Hold
15,089
– – 0.15% 67
2019
Q4 		$957K Buy
15,089
+89
+0.6% +$4.42K 0.27% 37
2019
Q3 		$423K Buy
15,000
+5,000
+50% +$148K 0.13% 71
2019
Q2 		$265K Hold
10,000
– – 0.08% 106
2019
Q1 		$184K Hold
10,000
– – 0.06% 133
2018
Q4 		$124K Buy
+10,000
New +$137K 0.04% 119

Other funds holding ARWR

BlackRock
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
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

Wealth Architects's ARWR Position: Q2 2026 in Review

Wealth Architects increased its Arrowhead Research (ARWR) stake by 0.02% in Q2 2026, buying an estimated $148 and bringing the position to 12,249 shares worth $998K. The position accounts for 0.08% of the portfolio, ranked #111.

Wealth Architects first reported a position in ARWR in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.28M in Q2 2021. 501 funds tracked by Wall St. Rank hold ARWR as of Q2 2026.

  • Wealth Architects held 12,249 shares of Arrowhead Research worth $998K as of Q2 2026.
  • Wealth Architects bought 2 Arrowhead Research shares in Q2 2026, an estimated $148.
  • Arrowhead Research made up 0.08% of Wealth Architects's portfolio in Q2 2026, its #111 holding.
  • Wealth Architects first reported a position in Arrowhead Research in Q4 2018 and has held it in 31 quarters since.
  • Wealth Architects's Arrowhead Research position peaked at $1.28M in Q2 2021.
  • 501 funds tracked by Wall St. Rank held Arrowhead Research as of Q2 2026.

Based on Wealth Architects's 13F filing for Q2 2026, filed 23 Jul 2026.