AWM
ALRM icon

Abound Wealth Management’s Alarm.com ALRM Stock Holding History

Abound Wealth Management’s Portfolio ALRM Stock Details ALRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-3
Closed -$160 – 1433
2025
Q3 		$160 Hold
3
– – ﹤0.01% 1197
2025
Q2 		$170 Hold
3
– – ﹤0.01% 1103
2025
Q1 		$167 Hold
3
– – ﹤0.01% 1056
2024
Q4 		$183 Hold
3
– – ﹤0.01% 1104
2024
Q3 		$165 Sell
3
-2
-40% -$123 ﹤0.01% 1254
2024
Q2 		$318 Hold
5
– – ﹤0.01% 968
2024
Q1 		$363 Buy
+5
New +$340 ﹤0.01% 1036
2023
Q3 		– Sell
-8
Closed -$414 – 1168
2023
Q2 		$414 Buy
+8
New +$394 ﹤0.01% 922

Other funds holding ALRM

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
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Abound Wealth Management's ALRM Position: Q4 2025 in Review

Abound Wealth Management sold out of Alarm.com (ALRM) in Q4 2025, closing a stake of 3 shares — an estimated $160 sold.

Abound Wealth Management first reported a position in ALRM in Q2 2023 and held it in 8 quarters. The position peaked at $414 in Q2 2023. 306 funds tracked by Wall St. Rank hold ALRM as of Q4 2025.

  • Abound Wealth Management reported no remaining Alarm.com position as of Q4 2025 after selling out during the quarter.
  • Abound Wealth Management sold 3 Alarm.com shares in Q4 2025, an estimated $160.
  • Abound Wealth Management first reported a position in Alarm.com in Q2 2023 and held it in 8 quarters.
  • Abound Wealth Management's Alarm.com position peaked at $414 in Q2 2023.
  • 306 funds tracked by Wall St. Rank held Alarm.com as of Q4 2025.

Based on Abound Wealth Management's 13F filing for Q4 2025, filed 12 Jan 2026.