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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
Q1 		$39.8K Buy
+263
New +$31.9K ﹤0.01% 657

Other funds holding ARM

DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return

Cassaday & Co Wealth Management's ARM Position: Q1 2026 in Review

Cassaday & Co Wealth Management opened a new position in Arm (ARM) in Q1 2026: 263 shares worth $39.8K. The stake represents ﹤0.01% of the portfolio and ranks #657 among its holdings.

742 funds tracked by Wall St. Rank hold ARM as of Q1 2026.

  • Cassaday & Co Wealth Management held 263 shares of Arm worth $39.8K as of Q1 2026.
  • Arm was a new Cassaday & Co Wealth Management position in Q1 2026.
  • Arm made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #657 holding.
  • 742 funds tracked by Wall St. Rank held Arm as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.