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 Q2	$2.16M	Sell	6,085 -915	-13%	-$243K	0.01%	736
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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Beacon Pointe Advisors's ARM Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Arm (ARM) stake by 13% in Q2 2026, selling an estimated $243K and leaving 6,085 shares worth $2.16M. The position accounts for 0.01% of the portfolio, ranked #736.

Beacon Pointe Advisors first reported a position in ARM in Q4 2023 and has held it in 10 quarters since. 957 funds tracked by Wall St. Rank hold ARM as of Q2 2026.

Beacon Pointe Advisors held 6,085 shares of Arm worth $2.16M as of Q2 2026.
Beacon Pointe Advisors sold 915 Arm shares in Q2 2026, an estimated $243K.
Arm made up 0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #736 holding.
Beacon Pointe Advisors first reported a position in Arm in Q4 2023 and has held it in 10 quarters since.
957 funds tracked by Wall St. Rank held Arm as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.