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Cassaday & Co Wealth Management’s Arm ARM Stock Holding History

Cassaday & Co 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
2026
Q2 		$57.8K Sell
163
-100
-38% -$26.6K ﹤0.01% 599
2026
Q1 		$39.8K Buy
+263
New +$31.9K ﹤0.01% 657

Other funds holding ARM

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Cassaday & Co Wealth Management's ARM Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its Arm (ARM) stake by 38% in Q2 2026, selling an estimated $26.6K and leaving 163 shares worth $57.8K. The position accounts for ﹤0.01% of the portfolio, ranked #599.

Cassaday & Co Wealth Management first reported a position in ARM in Q1 2026 and has held it in 2 quarters since. 957 funds tracked by Wall St. Rank hold ARM as of Q2 2026.

  • Cassaday & Co Wealth Management held 163 shares of Arm worth $57.8K as of Q2 2026.
  • Cassaday & Co Wealth Management sold 100 Arm shares in Q2 2026, an estimated $26.6K.
  • Arm made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #599 holding.
  • Cassaday & Co Wealth Management first reported a position in Arm in Q1 2026 and has held it in 2 quarters since.
  • 957 funds tracked by Wall St. Rank held Arm as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.