AssetMark Inc
ARM icon

AssetMark Inc’s Arm ARM Stock Holding History

AssetMark Inc’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 		$29M Buy
81,799
+172
+0.2% +$45.7K 0.05% 287
2026
Q1 		$12.3M Buy
81,627
+16,149
+25% +$1.96M 0.03% 454
2025
Q4 		$7.16M Sell
65,478
-2,211
-3% -$321K 0.01% 572
2025
Q3 		$9.58M Buy
67,689
+3,125
+5% +$455K 0.02% 470
2025
Q2 		$10.4M Buy
64,564
+15,562
+32% +$1.93M 0.02% 394
2025
Q1 		$5.23M Buy
49,002
+48,992
+489,920% +$6.83M 0.01% 501
2024
Q4 		$1.23K Buy
+10
New +$1.41K ﹤0.01% 2206

Other funds holding ARM

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

AssetMark Inc's ARM Position: Q2 2026 in Review

AssetMark Inc increased its Arm (ARM) stake by 0.21% in Q2 2026, buying an estimated $45.7K and bringing the position to 81,799 shares worth $29M. The position accounts for 0.05% of the portfolio, ranked #287.

AssetMark Inc first reported a position in ARM in Q4 2024 and has held it in 7 quarters since. 956 funds tracked by Wall St. Rank hold ARM as of Q2 2026.

  • AssetMark Inc held 81,799 shares of Arm worth $29M as of Q2 2026.
  • AssetMark Inc bought 172 Arm shares in Q2 2026, an estimated $45.7K.
  • Arm made up 0.05% of AssetMark Inc's portfolio in Q2 2026, its #287 holding.
  • AssetMark Inc first reported a position in Arm in Q4 2024 and has held it in 7 quarters since.
  • 956 funds tracked by Wall St. Rank held Arm as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.