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 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

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

SGA

Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return

Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return

ACM

Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return

Ascent Wealth Partners's ARM Position: Q1 2026 in Review

Ascent Wealth Partners increased its Arm (ARM) stake by 13% in Q1 2026, buying an estimated $182K and bringing the position to 13,217 shares worth $2M. The position accounts for 0.23% of the portfolio, ranked #91.

Ascent Wealth Partners first reported a position in ARM in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.82M in Q3 2024. 742 funds tracked by Wall St. Rank hold ARM as of Q1 2026.

Ascent Wealth Partners held 13,217 shares of Arm worth $2M as of Q1 2026.
Ascent Wealth Partners bought 1,499 Arm shares in Q1 2026, an estimated $182K.
Arm made up 0.23% of Ascent Wealth Partners's portfolio in Q1 2026, its #91 holding.
Ascent Wealth Partners first reported a position in Arm in Q3 2024 and has held it in 7 quarters since.
Ascent Wealth Partners's Arm position peaked at $2.82M in Q3 2024.
742 funds tracked by Wall St. Rank held Arm as of Q1 2026.

Based on Ascent Wealth Partners's 13F filing for Q1 2026, filed 6 May 2026.