Amplius Wealth Advisors
ARM icon

Amplius Wealth Advisors’s Arm ARM Stock Holding History

Amplius Wealth Advisors’s Portfolio ARM Stock Details ARM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$290K Hold
1,000
– – 0.02% 175
2026
Q2 		$355K Buy
+1,000
New +$266K 0.03% 156

Other funds holding ARM

Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
Hyperion Asset Management
Hyperion Asset Management Brisbane, Australia $3.66B AUM 10.02% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Tran Capital Management
Tran Capital Management San Rafael, California $873M AUM 51.28% 1-Year Est. Return
UNICOM Systems
UNICOM Systems Las Vegas, Nevada $1.46B AUM 70.54% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Fideuram - Intesa Sanpaolo Private Banking
Fideuram - Intesa Sanpaolo Private Banking Turin $3.5B AUM 45.13% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Zevenbergen Capital Investments
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

Amplius Wealth Advisors's ARM Position: Q3 2026 in Review

Amplius Wealth Advisors held its Arm (ARM) position steady in Q3 2026 at 1,000 shares worth $290K. The position accounts for 0.02% of the portfolio, ranked #175.

Amplius Wealth Advisors first reported a position in ARM in Q2 2026 and has held it in 2 quarters since. The position peaked at $355K in Q2 2026. 218 funds tracked by Wall St. Rank hold ARM as of Q3 2026.

  • Amplius Wealth Advisors held 1,000 shares of Arm worth $290K as of Q3 2026.
  • Amplius Wealth Advisors left its Arm share count unchanged in Q3 2026.
  • Arm made up 0.02% of Amplius Wealth Advisors's portfolio in Q3 2026, its #175 holding.
  • Amplius Wealth Advisors first reported a position in Arm in Q2 2026 and has held it in 2 quarters since.
  • Amplius Wealth Advisors's Arm position peaked at $355K in Q2 2026.
  • 218 funds tracked by Wall St. Rank held Arm as of Q3 2026.

Based on Amplius Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.