CWC
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Carolinas Wealth Consulting’s Arm ARM Stock Holding History

Carolinas Wealth Consulting’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
-29
Closed -$3.06K – 63
2025
Q1 		$3.06K Buy
29
+19
+190% +$2.65K ﹤0.01% 696
2024
Q4 		$1.23K Sell
10
-2
-17% -$282 ﹤0.01% 913
2024
Q3 		$1.65K Hold
12
– – ﹤0.01% 845
2024
Q2 		$1.89K Buy
12
+2
+20% +$249 ﹤0.01% 812
2024
Q1 		$1.21K Sell
10
-17
-63% -$1.8K ﹤0.01% 866
2023
Q4 		$2.03K Buy
27
+10
+59% +$585 ﹤0.01% 735
2023
Q3 		$839 Buy
+17
New +$940 ﹤0.01% 857

Other funds holding ARM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $99.1B AUM 124.46% 1-Year Est. Return

Carolinas Wealth Consulting's ARM Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Arm (ARM) in Q2 2025, closing a stake of 29 shares — an estimated $3.06K sold.

Carolinas Wealth Consulting first reported a position in ARM in Q3 2023 and held it in 7 quarters. The position peaked at $3.06K in Q1 2025. 668 funds tracked by Wall St. Rank hold ARM as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Arm position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 29 Arm shares in Q2 2025, an estimated $3.06K.
  • Carolinas Wealth Consulting first reported a position in Arm in Q3 2023 and held it in 7 quarters.
  • Carolinas Wealth Consulting's Arm position peaked at $3.06K in Q1 2025.
  • 668 funds tracked by Wall St. Rank held Arm as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.