AssetMark Inc’s Alarm.com ALRM Stock Holding History

AssetMark Inc’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
2026 Q3	$1.2K	Buy	+22	New	+$1.2K	﹤0.01%	3191
2023 Q1	–	Sell	-77	Closed	-$3.81K	–	1584
2022 Q4	$3.81K	Hold	77	–	–	﹤0.01%	1379
2022 Q3	$5K	Hold	77	–	–	﹤0.01%	1288
2022 Q2	$5K	Buy	77 +41	+114%	+$2.52K	﹤0.01%	1293
2022 Q1	$2K	Sell	36 -10	-22%	-$708	﹤0.01%	1391
2021 Q4	$4K	Buy	46 +1	+2%	+$82	﹤0.01%	1255
2021 Q3	$4K	Buy	45 +6	+15%	+$496	﹤0.01%	1165
2021 Q2	$3K	Sell	39 -7	-15%	-$598	﹤0.01%	1142
2021 Q1	$4K	Buy	46 +11	+31%	+$1.04K	﹤0.01%	1037
2020 Q4	$4K	Hold	35	–	–	﹤0.01%	1052
2020 Q3	$2K	Sell	35 -2	-5%	-$124	﹤0.01%	1089
2020 Q2	$2K	Buy	37 +3	+9%	+$151	﹤0.01%	1062
2020 Q1	$1K	Buy	+34	New	+$1.48K	﹤0.01%	1233

Other funds holding ALRM

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.41B AUM 6.54% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.03B AUM

Seizert Capital Partners Birmingham, Michigan $2.3B AUM 16.06% 1-Year Est. Return

Summit Creek Advisors Minneapolis, Minnesota $250M AUM 18.04% 1-Year Est. Return

Motley Fool Asset Management Alexandria, Virginia $2.64B AUM 26.58% 1-Year Est. Return

Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $861M AUM 27.19% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

AssetMark Inc's ALRM Position: Q3 2026 in Review

AssetMark Inc opened a new position in Alarm.com (ALRM) in Q3 2026: 22 shares worth $1.2K. The stake represents ﹤0.01% of the portfolio and ranks #3191 among its holdings. This is a return to the name: AssetMark Inc previously reported a position in ALRM as recently as Q4 2022.

AssetMark Inc first reported a position in ALRM in Q1 2020 and has held it in 13 quarters since. The position peaked at $5K in Q3 2022. 108 funds tracked by Wall St. Rank hold ALRM as of Q3 2026.

AssetMark Inc held 22 shares of Alarm.com worth $1.2K as of Q3 2026.
Alarm.com was a new AssetMark Inc position in Q3 2026.
Alarm.com made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #3191 holding.
AssetMark Inc first reported a position in Alarm.com in Q1 2020 and has held it in 13 quarters since.
AssetMark Inc's Alarm.com position peaked at $5K in Q3 2022.
108 funds tracked by Wall St. Rank held Alarm.com as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.