WE
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Wealth Effects’s Arrowhead Research ARWR Stock Holding History

Wealth Effects’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 		$12M Buy
147,300
+4,000
+3% +$295K 3.24% 5
2026
Q1 		$8.98M Hold
143,300
– – 3.18% 4
2025
Q4 		$9.51M Sell
143,300
-25,150
-15% -$1.23M 2.98% 6
2025
Q3 		$5.81M Buy
168,450
+2,800
+2% +$61.6K 1.87% 10
2025
Q2 		$2.62M Sell
165,650
-4,900
-3% -$70.3K 0.98% 16
2025
Q1 		$2.17M Buy
170,550
+14,675
+9% +$267K 0.91% 21
2024
Q4 		$2.93M Sell
155,875
-4,150
-3% -$85.5K 1.04% 13
2024
Q3 		$3.1M Buy
160,025
+425
+0.3% +$10.4K 1.09% 14
2024
Q2 		$4.15M Sell
159,600
-4,860
-3% -$119K 1.5% 11
2024
Q1 		$4.7M Buy
164,460
+2,610
+2% +$83.5K 1.74% 11
2023
Q4 		$4.95M Sell
161,850
-2,900
-2% -$77K 1.86% 10
2023
Q3 		$4.43M Buy
164,750
+700
+0.4% +$21.4K 2.19% 7
2023
Q2 		$5.85M Buy
164,050
+7,240
+5% +$250K 2.57% 6
2023
Q1 		$3.98M Buy
156,810
+1,190
+0.8% +$37.4K 2.04% 8
2022
Q4 		$6.31M Sell
155,620
-1,000
-0.6% -$33.1K 3.6% 3
2022
Q3 		$5.18M Buy
156,620
+3,000
+2% +$121K 3.17% 4
2022
Q2 		$5.41M Buy
153,620
+3,400
+2% +$128K 3.26% 5
2022
Q1 		$6.91M Buy
150,220
+4,260
+3% +$211K 3.22% 5
2021
Q4 		$9.68M Buy
+145,960
New +$10M 4.02% 4

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 Effects's ARWR Position: Q2 2026 in Review

Wealth Effects increased its Arrowhead Research (ARWR) stake by 2.8% in Q2 2026, buying an estimated $295K and bringing the position to 147,300 shares worth $12M. The position accounts for 3.24% of the portfolio, ranked #5.

Wealth Effects first reported a position in ARWR in Q4 2021 and has held it in 19 quarters since. 500 funds tracked by Wall St. Rank hold ARWR as of Q2 2026.

  • Wealth Effects held 147,300 shares of Arrowhead Research worth $12M as of Q2 2026.
  • Wealth Effects bought 4,000 Arrowhead Research shares in Q2 2026, an estimated $295K.
  • Arrowhead Research made up 3.24% of Wealth Effects's portfolio in Q2 2026, its #5 holding.
  • Wealth Effects first reported a position in Arrowhead Research in Q4 2021 and has held it in 19 quarters since.
  • 500 funds tracked by Wall St. Rank held Arrowhead Research as of Q2 2026.

Based on Wealth Effects's 13F filing for Q2 2026, filed 6 Aug 2026.