AAS
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Avantax Advisory Services’s Alarm.com ALRM Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$779K Sell
13,779
-86
-0.6% -$4.77K ﹤0.01% 1317
2025
Q1 		$772K Buy
13,865
+232
+2% +$13.9K ﹤0.01% 1229
2024
Q4 		$829K Sell
13,633
-274
-2% -$16.3K 0.01% 1134
2024
Q3 		$760K Sell
13,907
-463
-3% -$28.4K 0.01% 1163
2024
Q2 		$913K Buy
+14,370
New +$950K 0.01% 1030

Other funds holding ALRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Avantax Advisory Services's ALRM Position: Q2 2025 in Review

Avantax Advisory Services reduced its Alarm.com (ALRM) stake by 0.62% in Q2 2025, selling an estimated $4.77K and leaving 13,779 shares worth $779K. The position accounts for ﹤0.01% of the portfolio, ranked #1317.

Avantax Advisory Services first reported a position in ALRM in Q2 2024 and has held it in 5 quarters since. The position peaked at $913K in Q2 2024. 304 funds tracked by Wall St. Rank hold ALRM as of Q2 2025.

  • Avantax Advisory Services held 13,779 shares of Alarm.com worth $779K as of Q2 2025.
  • Avantax Advisory Services sold 86 Alarm.com shares in Q2 2025, an estimated $4.77K.
  • Alarm.com made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1317 holding.
  • Avantax Advisory Services first reported a position in Alarm.com in Q2 2024 and has held it in 5 quarters since.
  • Avantax Advisory Services's Alarm.com position peaked at $913K in Q2 2024.
  • 304 funds tracked by Wall St. Rank held Alarm.com as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.