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Whittier Trust’s Arrowhead Research ARWR Stock Holding History

Whittier Trust’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
-241
Closed -$17.1K – 1350
2025
Q4 		$17.1K Hold
241
– – ﹤0.01% 1056
2025
Q3 		$8.71K Buy
+241
New +$5.3K ﹤0.01% 1146
2022
Q2 		– Sell
-44
Closed -$2K – 1674
2022
Q1 		$2K Buy
+44
New +$2.18K ﹤0.01% 1556
2021
Q4 		– Sell
-500
Closed -$31K – 1570
2021
Q3 		$31K Sell
500
-200
-29% -$12.9K ﹤0.01% 1029
2021
Q2 		$58K Hold
700
– – ﹤0.01% 920
2021
Q1 		$46K Hold
700
– – ﹤0.01% 955
2020
Q4 		$54K Buy
700
+500
+250% +$32K ﹤0.01% 834
2020
Q3 		$9K Buy
+200
New +$8.63K ﹤0.01% 1143

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
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

Whittier Trust's ARWR Position: Q1 2026 in Review

Whittier Trust sold out of Arrowhead Research (ARWR) in Q1 2026, closing a stake of 241 shares — an estimated $17.1K sold.

Whittier Trust first reported a position in ARWR in Q3 2020 and held it in 8 quarters. The position peaked at $58K in Q2 2021. 438 funds tracked by Wall St. Rank hold ARWR as of Q1 2026.

  • Whittier Trust reported no remaining Arrowhead Research position as of Q1 2026 after selling out during the quarter.
  • Whittier Trust sold 241 Arrowhead Research shares in Q1 2026, an estimated $17.1K.
  • Whittier Trust first reported a position in Arrowhead Research in Q3 2020 and held it in 8 quarters.
  • Whittier Trust's Arrowhead Research position peaked at $58K in Q2 2021.
  • 438 funds tracked by Wall St. Rank held Arrowhead Research as of Q1 2026.

Based on Whittier Trust's 13F filing for Q1 2026, filed 28 Apr 2026.