WANY
ARWR icon

Wealthspire Advisors (New York)’s Arrowhead Research ARWR Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-1,496
Closed -$51.6K – 1160
2025
Q3 		$51.6K Buy
+1,496
New +$32.9K ﹤0.01% 1240
2022
Q1 		– Sell
-3,319
Closed -$220K – 443
2021
Q4 		$220K Buy
+3,319
New +$228K ﹤0.01% 496

Other funds holding ARWR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Wealthspire Advisors (New York)'s ARWR Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Arrowhead Research (ARWR) in Q4 2025, closing a stake of 1,496 shares — an estimated $51.6K sold.

Wealthspire Advisors (New York) first reported a position in ARWR in Q4 2021 and held it in 2 quarters. The position peaked at $220K in Q4 2021. 401 funds tracked by Wall St. Rank hold ARWR as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Arrowhead Research position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 1,496 Arrowhead Research shares in Q4 2025, an estimated $51.6K.
  • Wealthspire Advisors (New York) first reported a position in Arrowhead Research in Q4 2021 and held it in 2 quarters.
  • Wealthspire Advisors (New York)'s Arrowhead Research position peaked at $220K in Q4 2021.
  • 401 funds tracked by Wall St. Rank held Arrowhead Research as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.