Avion Wealth’s Alarm.com ALRM Stock Holding History

Avion Wealth’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
2026 Q2	–	Sell	-11	Closed	–	–	1409
2026 Q1	$0	Buy	+11	New	+$525	﹤0.01%	1213
2025 Q2	–	Sell	-9	Closed	–	–	1127
2025 Q1	$0	Buy	+9	New	+$540	﹤0.01%	988

Other funds holding ALRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

DGI

Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Avion Wealth's ALRM Position: Q2 2026 in Review

Avion Wealth sold out of Alarm.com (ALRM) in Q2 2026, closing a stake of 11 shares.

Avion Wealth first reported a position in ALRM in Q1 2025 and held it in 2 quarters. The position peaked at $0 in Q1 2026. 315 funds tracked by Wall St. Rank hold ALRM as of Q2 2026.

Avion Wealth reported no remaining Alarm.com position as of Q2 2026 after selling out during the quarter.
Avion Wealth sold 11 Alarm.com shares in Q2 2026.
Avion Wealth first reported a position in Alarm.com in Q1 2025 and held it in 2 quarters.
Avion Wealth's Alarm.com position peaked at $0 in Q1 2026.
315 funds tracked by Wall St. Rank held Alarm.com as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.