AWE
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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
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

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

Avidian Wealth Enterprises's ARM Position: Q2 2026 in Review

Avidian Wealth Enterprises opened a new position in Arm (ARM) in Q2 2026: 1,185 shares worth $420K. The stake represents 0.01% of the portfolio and ranks #520 among its holdings. This is a return to the name: Avidian Wealth Enterprises previously reported a position in ARM as recently as Q3 2025.

Avidian Wealth Enterprises first reported a position in ARM in Q2 2024 and has held it in 4 quarters since. 956 funds tracked by Wall St. Rank hold ARM as of Q2 2026.

  • Avidian Wealth Enterprises held 1,185 shares of Arm worth $420K as of Q2 2026.
  • Arm was a new Avidian Wealth Enterprises position in Q2 2026.
  • Arm made up 0.01% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #520 holding.
  • Avidian Wealth Enterprises first reported a position in Arm in Q2 2024 and has held it in 4 quarters since.
  • 956 funds tracked by Wall St. Rank held Arm as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.