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Beacon Pointe Advisors’s Arm ARM Stock Holding History

Beacon Pointe Advisors’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
Q1 		$1.06M Buy
7,000
+4,070
+139% +$494K 0.01% 971
2025
Q4 		$320K Sell
2,930
-838
-22% -$122K ﹤0.01% 1235
2025
Q3 		$533K Buy
3,768
+2,057
+120% +$300K ﹤0.01% 990
2025
Q2 		$277K Buy
+1,711
New +$212K ﹤0.01% 1082
2025
Q1 		– Sell
-2,075
Closed -$256K – 1218
2024
Q4 		$256K Sell
2,075
-3,453
-62% -$487K ﹤0.01% 1070
2024
Q3 		$791K Buy
5,528
+3,757
+212% +$534K 0.01% 699
2024
Q2 		$290K Sell
1,771
-1,310
-43% -$163K ﹤0.01% 1061
2024
Q1 		$385K Buy
3,081
+347
+13% +$36.8K ﹤0.01% 1013
2023
Q4 		$205K Buy
+2,734
New +$160K ﹤0.01% 1220

Other funds holding ARM

DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return

Beacon Pointe Advisors's ARM Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Arm (ARM) stake by 139% in Q1 2026, buying an estimated $494K and bringing the position to 7,000 shares worth $1.06M. The position accounts for 0.01% of the portfolio, ranked #971.

Beacon Pointe Advisors first reported a position in ARM in Q4 2023 and has held it in 9 quarters since. 742 funds tracked by Wall St. Rank hold ARM as of Q1 2026.

  • Beacon Pointe Advisors held 7,000 shares of Arm worth $1.06M as of Q1 2026.
  • Beacon Pointe Advisors bought 4,070 Arm shares in Q1 2026, an estimated $494K.
  • Arm made up 0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #971 holding.
  • Beacon Pointe Advisors first reported a position in Arm in Q4 2023 and has held it in 9 quarters since.
  • 742 funds tracked by Wall St. Rank held Arm as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.