CAPTRUST Financial Advisors’s Arm ARM Stock Holding History

CAPTRUST 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
2026 Q2	$2.72M	Sell	7,667 -4,684	-38%	-$1.25M	﹤0.01%	1133
2026 Q1	$1.87M	Buy	12,351 +2,202	+22%	+$267K	﹤0.01%	1257
2025 Q4	$1.11M	Sell	10,149 -1,655	-14%	-$241K	﹤0.01%	1442
2025 Q3	$1.67M	Buy	11,804 +1,572	+15%	+$229K	﹤0.01%	1119
2025 Q2	$1.65M	Buy	10,232 +7,159	+233%	+$889K	﹤0.01%	1067
2025 Q1	$328K	Buy	3,073 +1,037	+51%	+$145K	﹤0.01%	1886
2024 Q4	$251K	Sell	2,036 -1,781	-47%	-$251K	﹤0.01%	2009
2024 Q3	$546K	Buy	3,817 +963	+34%	+$137K	﹤0.01%	1524
2024 Q2	$467K	Buy	+2,854	New	+$355K	﹤0.01%	1539

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

CAPTRUST Financial Advisors's ARM Position: Q2 2026 in Review

CAPTRUST Financial Advisors reduced its Arm (ARM) stake by 38% in Q2 2026, selling an estimated $1.25M and leaving 7,667 shares worth $2.72M. The position accounts for ﹤0.01% of the portfolio, ranked #1133.

CAPTRUST Financial Advisors first reported a position in ARM in Q2 2024 and has held it in 9 quarters since. 956 funds tracked by Wall St. Rank hold ARM as of Q2 2026.

CAPTRUST Financial Advisors held 7,667 shares of Arm worth $2.72M as of Q2 2026.
CAPTRUST Financial Advisors sold 4,684 Arm shares in Q2 2026, an estimated $1.25M.
Arm made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1133 holding.
CAPTRUST Financial Advisors first reported a position in Arm in Q2 2024 and has held it in 9 quarters since.
956 funds tracked by Wall St. Rank held Arm as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.