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 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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Ascent Wealth Partners's ARM Position: Q2 2026 in Review

Ascent Wealth Partners increased its Arm (ARM) stake by 1.1% in Q2 2026, buying an estimated $37.2K and bringing the position to 13,357 shares worth $4.76M. The position accounts for 0.48% of the portfolio, ranked #59.

Ascent Wealth Partners first reported a position in ARM in Q3 2024 and has held it in 8 quarters since. 958 funds tracked by Wall St. Rank hold ARM as of Q2 2026.

Ascent Wealth Partners held 13,357 shares of Arm worth $4.76M as of Q2 2026.
Ascent Wealth Partners bought 140 Arm shares in Q2 2026, an estimated $37.2K.
Arm made up 0.48% of Ascent Wealth Partners's portfolio in Q2 2026, its #59 holding.
Ascent Wealth Partners first reported a position in Arm in Q3 2024 and has held it in 8 quarters since.
958 funds tracked by Wall St. Rank held Arm as of Q2 2026.

Based on Ascent Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.