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Atria Wealth Solutions’s Arm ARM Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$3.34M Sell
20,674
-1,439
-7% -$179K 0.08% 293
2025
Q1 		$2.36M Buy
22,113
+17,263
+356% +$2.41M 0.03% 573
2024
Q4 		$598K Sell
4,850
-2,808
-37% -$396K 0.01% 1176
2024
Q3 		$1.1M Sell
7,658
-3,676
-32% -$522K 0.01% 875
2024
Q2 		$1.85M Buy
11,334
+1,675
+17% +$208K 0.02% 651
2024
Q1 		$1.21M Buy
9,659
+813
+9% +$86.2K 0.01% 832
2023
Q4 		$665K Buy
+8,846
New +$517K 0.01% 1065

Other funds holding ARM

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $99.1B AUM 124.46% 1-Year Est. Return

Atria Wealth Solutions's ARM Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Arm (ARM) stake by 6.5% in Q2 2025, selling an estimated $179K and leaving 20,674 shares worth $3.34M. The position accounts for 0.08% of the portfolio, ranked #293.

Atria Wealth Solutions first reported a position in ARM in Q4 2023 and has held it in 7 quarters since. 668 funds tracked by Wall St. Rank hold ARM as of Q2 2025.

  • Atria Wealth Solutions held 20,674 shares of Arm worth $3.34M as of Q2 2025.
  • Atria Wealth Solutions sold 1,439 Arm shares in Q2 2025, an estimated $179K.
  • Arm made up 0.08% of Atria Wealth Solutions's portfolio in Q2 2025, its #293 holding.
  • Atria Wealth Solutions first reported a position in Arm in Q4 2023 and has held it in 7 quarters since.
  • 668 funds tracked by Wall St. Rank held Arm as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.