Brendel Financial Advisors’s Arm ARM Stock Holding History

Brendel Financial 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
2025 Q3	–	Sell	-1,630	Closed	-$264K	–	103
2025 Q2	$264K	Buy	+1,630	New	+$202K	0.15%	90

Other funds holding ARM

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

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

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

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

SGA

Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Alphabet Inc Mountain View, California $99.1B AUM 124.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Brendel Financial Advisors's ARM Position: Q3 2025 in Review

Brendel Financial Advisors sold out of Arm (ARM) in Q3 2025, closing a stake of 1,630 shares — an estimated $264K sold.

Brendel Financial Advisors first reported a position in ARM in Q2 2025 and held it in 1 quarter. The position peaked at $264K in Q2 2025. 660 funds tracked by Wall St. Rank hold ARM as of Q3 2025.

Brendel Financial Advisors reported no remaining Arm position as of Q3 2025 after selling out during the quarter.
Brendel Financial Advisors sold 1,630 Arm shares in Q3 2025, an estimated $264K.
Brendel Financial Advisors first reported a position in Arm in Q2 2025 and held it in 1 quarter.
Brendel Financial Advisors's Arm position peaked at $264K in Q2 2025.
660 funds tracked by Wall St. Rank held Arm as of Q3 2025.

Based on Brendel Financial Advisors's 13F filing for Q3 2025, filed 20 Oct 2025.