AWE
ARM icon

Avidian Wealth Enterprises’s Arm ARM Stock Holding History

Avidian Wealth Enterprises’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
Q3 		$377K Buy
1,300
+115
+10% +$31.3K 0.01% 549
2026
Q2 		$420K Buy
+1,185
New +$315K 0.01% 520
2025
Q4 		– Sell
-1,664
Closed -$235K – 577
2025
Q3 		$235K Sell
1,664
-200
-11% -$29.1K 0.01% 525
2025
Q2 		$301K Buy
+1,864
New +$231K 0.01% 446
2024
Q3 		– Sell
-1,340
Closed -$219K – 503
2024
Q2 		$219K Buy
+1,340
New +$167K 0.01% 465

Other funds holding ARM

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
DC
Defender Capital Charlotte, North Carolina $319M AUM 12.55% 1-Year Est. Return
HH
HWG Holdings Houston, Texas $434M AUM 42.17% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
FFAS
FIG Financial Advisory Services Oklahoma City, Oklahoma $165M AUM 16.79% 1-Year Est. Return
OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return

Avidian Wealth Enterprises's ARM Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its Arm (ARM) stake by 9.7% in Q3 2026, buying an estimated $31.3K and bringing the position to 1,300 shares worth $377K. The position accounts for 0.01% of the portfolio, ranked #549.

Avidian Wealth Enterprises first reported a position in ARM in Q2 2024 and has held it in 5 quarters since. The position peaked at $420K in Q2 2026. 31 funds tracked by Wall St. Rank hold ARM as of Q3 2026.

  • Avidian Wealth Enterprises held 1,300 shares of Arm worth $377K as of Q3 2026.
  • Avidian Wealth Enterprises bought 115 Arm shares in Q3 2026, an estimated $31.3K.
  • Arm made up 0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #549 holding.
  • Avidian Wealth Enterprises first reported a position in Arm in Q2 2024 and has held it in 5 quarters since.
  • Avidian Wealth Enterprises's Arm position peaked at $420K in Q2 2026.
  • 31 funds tracked by Wall St. Rank held Arm as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.