Avantax Advisory Services’s Arm ARM Stock Holding History

Avantax Advisory Services’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	$728K	Sell	4,502 -451	-9%	-$56K	﹤0.01%	1353
2025 Q1	$529K	Sell	4,953 -1,315	-21%	-$183K	﹤0.01%	1468
2024 Q4	$773K	Sell	6,268 -792	-11%	-$112K	﹤0.01%	1176
2024 Q3	$1.01M	Buy	7,060 +1,637	+30%	+$233K	0.01%	1014
2024 Q2	$887K	Buy	5,423 +2,700	+99%	+$336K	0.01%	1050
2024 Q1	$340K	Buy	+2,723	New	+$289K	﹤0.01%	1234

Other funds holding ARM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SGA

Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return

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

Avantax Advisory Services reduced its Arm (ARM) stake by 9.1% in Q2 2025, selling an estimated $56K and leaving 4,502 shares worth $728K. The position accounts for ﹤0.01% of the portfolio, ranked #1353.

Avantax Advisory Services first reported a position in ARM in Q1 2024 and has held it in 6 quarters since. The position peaked at $1.01M in Q3 2024. 668 funds tracked by Wall St. Rank hold ARM as of Q2 2025.

Avantax Advisory Services held 4,502 shares of Arm worth $728K as of Q2 2025.
Avantax Advisory Services sold 451 Arm shares in Q2 2025, an estimated $56K.
Arm made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1353 holding.
Avantax Advisory Services first reported a position in Arm in Q1 2024 and has held it in 6 quarters since.
Avantax Advisory Services's Arm position peaked at $1.01M in Q3 2024.
668 funds tracked by Wall St. Rank held Arm as of Q2 2025.

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