Ascent Wealth Partners’s Arm ARM Stock Holding History

Ascent Wealth Partners’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	$4.02M	Buy	13,866 +509	+4%	+$139K	0.4%	65
2026 Q2	$4.76M	Buy	13,357 +140	+1%	+$37.2K	0.48%	59
2026 Q1	$2M	Buy	13,217 +1,499	+13%	+$182K	0.23%	91
2025 Q4	$1.28M	Buy	11,718 +161	+1%	+$23.4K	0.15%	110
2025 Q3	$1.64M	Sell	11,557 -3,776	-25%	-$550K	0.19%	102
2025 Q2	$2.48M	Sell	15,333 -5,313	-26%	-$659K	0.31%	68
2025 Q1	$2.2M	Buy	20,646 +401	+2%	+$55.9K	0.3%	74
2024 Q4	$2.5M	Buy	20,245 +512	+3%	+$72.2K	0.34%	61
2024 Q3	$2.82M	Buy	+19,733	New	+$2.8M	0.39%	59

Other funds holding ARM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Alphabet Inc Mountain View, California $88.3B AUM 46.07% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return

Hyperion Asset Management Brisbane, Australia $3.66B AUM 10.02% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

Ascent Wealth Partners's ARM Position: Q3 2026 in Review

Ascent Wealth Partners increased its Arm (ARM) stake by 3.8% in Q3 2026, buying an estimated $139K and bringing the position to 13,866 shares worth $4.02M. The position accounts for 0.4% of the portfolio, ranked #65.

Ascent Wealth Partners first reported a position in ARM in Q3 2024 and has held it in 9 quarters since. The position peaked at $4.76M in Q2 2026. 586 funds tracked by Wall St. Rank hold ARM as of Q3 2026.

Ascent Wealth Partners held 13,866 shares of Arm worth $4.02M as of Q3 2026.
Ascent Wealth Partners bought 509 Arm shares in Q3 2026, an estimated $139K.
Arm made up 0.4% of Ascent Wealth Partners's portfolio in Q3 2026, its #65 holding.
Ascent Wealth Partners first reported a position in Arm in Q3 2024 and has held it in 9 quarters since.
Ascent Wealth Partners's Arm position peaked at $4.76M in Q2 2026.
586 funds tracked by Wall St. Rank held Arm as of Q3 2026.

Based on Ascent Wealth Partners's 13F filing for Q3 2026, filed 23 Oct 2026.