Bernard Wealth Management’s Arm ARM Stock Holding History

Bernard Wealth Management’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
2025 Q2	–	Sell	-15	Closed	-$1.6K	–	316
2025 Q1	$1.6K	Hold	15	–	–	﹤0.01%	323
2024 Q4	$1.85K	Buy	+15	New	+$2.12K	﹤0.01%	269

Other funds holding ARM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SGA

Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return

Bernard Wealth Management's ARM Position: Q2 2025 in Review

Bernard Wealth Management sold out of Arm (ARM) in Q2 2025, closing a stake of 15 shares — an estimated $1.6K sold.

Bernard Wealth Management first reported a position in ARM in Q4 2024 and held it in 2 quarters. The position peaked at $1.85K in Q4 2024. 668 funds tracked by Wall St. Rank hold ARM as of Q2 2025.

Bernard Wealth Management reported no remaining Arm position as of Q2 2025 after selling out during the quarter.
Bernard Wealth Management sold 15 Arm shares in Q2 2025, an estimated $1.6K.
Bernard Wealth Management first reported a position in Arm in Q4 2024 and held it in 2 quarters.
Bernard Wealth Management's Arm position peaked at $1.85K in Q4 2024.
668 funds tracked by Wall St. Rank held Arm as of Q2 2025.

Based on Bernard Wealth Management's 13F filing for Q2 2025, filed 24 Jul 2025.