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Balboa Wealth Partners’s Arm ARM Stock Holding History

Balboa Wealth Partners’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 		$1.05M Buy
2,960
+35
+1% +$9.31K 0.14% 122
2026
Q1 		$442K Buy
2,925
+17
+0.6% +$2.06K 0.07% 220
2025
Q4 		$318K Sell
2,908
-200
-6% -$29.1K 0.05% 277
2025
Q3 		$440K Buy
3,108
+83
+3% +$12.1K 0.08% 205
2025
Q2 		$489K Buy
3,025
+300
+11% +$37.2K 0.1% 164
2025
Q1 		$291K Sell
2,725
-1,050
-28% -$146K 0.07% 204
2024
Q4 		$466K Sell
3,775
-70
-2% -$9.87K 0.11% 149
2024
Q3 		$550K Buy
+3,845
New +$546K 0.14% 129
2024
Q2 		– Sell
-2,750
Closed -$344K – 308
2024
Q1 		$344K Buy
+2,750
New +$291K 0.1% 152

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

Balboa Wealth Partners's ARM Position: Q2 2026 in Review

Balboa Wealth Partners increased its Arm (ARM) stake by 1.2% in Q2 2026, buying an estimated $9.31K and bringing the position to 2,960 shares worth $1.05M. The position accounts for 0.14% of the portfolio, ranked #122.

Balboa Wealth Partners first reported a position in ARM in Q1 2024 and has held it in 9 quarters since. 956 funds tracked by Wall St. Rank hold ARM as of Q2 2026.

  • Balboa Wealth Partners held 2,960 shares of Arm worth $1.05M as of Q2 2026.
  • Balboa Wealth Partners bought 35 Arm shares in Q2 2026, an estimated $9.31K.
  • Arm made up 0.14% of Balboa Wealth Partners's portfolio in Q2 2026, its #122 holding.
  • Balboa Wealth Partners first reported a position in Arm in Q1 2024 and has held it in 9 quarters since.
  • 956 funds tracked by Wall St. Rank held Arm as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.