AF
ALRM icon

Aviso Financial’s Alarm.com ALRM Stock Holding History

Aviso Financial’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 		– Sell
-13,550
Closed -$754K – 352
2025
Q1 		$754K Buy
13,550
+300
+2% +$18K 0.04% 169
2024
Q4 		$806K Buy
+13,250
New +$789K 0.04% 169

Other funds holding ALRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $5.91B AUM 53.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Aviso Financial's ALRM Position: Q2 2025 in Review

Aviso Financial sold out of Alarm.com (ALRM) in Q2 2025, closing a stake of 13,550 shares — an estimated $754K sold.

Aviso Financial first reported a position in ALRM in Q4 2024 and held it in 2 quarters. The position peaked at $806K in Q4 2024. 304 funds tracked by Wall St. Rank hold ALRM as of Q2 2025.

  • Aviso Financial reported no remaining Alarm.com position as of Q2 2025 after selling out during the quarter.
  • Aviso Financial sold 13,550 Alarm.com shares in Q2 2025, an estimated $754K.
  • Aviso Financial first reported a position in Alarm.com in Q4 2024 and held it in 2 quarters.
  • Aviso Financial's Alarm.com position peaked at $806K in Q4 2024.
  • 304 funds tracked by Wall St. Rank held Alarm.com as of Q2 2025.

Based on Aviso Financial's 13F filing for Q2 2025, filed 12 Aug 2025.