CRWM
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Castle Rock Wealth Management’s Arm ARM Stock Holding History

Castle Rock 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
Q3 		$1.89M Sell
6,236
-3,008
-33% -$819K 0.36% 73
2026
Q2 		$3.12M Buy
+9,244
New +$2.46M 0.61% 49

Other funds holding ARM

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.95B AUM 6.96% 1-Year Est. Return
US
UNICOM Systems Las Vegas, Nevada $1.46B AUM 70.54% 1-Year Est. Return
Zevenbergen Capital Investments
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
GIM
Generate Investment Management Auckland, New Zealand $2.69B AUM 33.12% 1-Year Est. Return
Chicago Capital
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
NFSG
Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
DC
Defender Capital Charlotte, North Carolina $319M AUM 12.55% 1-Year Est. Return

Castle Rock Wealth Management's ARM Position: Q3 2026 in Review

Castle Rock Wealth Management reduced its Arm (ARM) stake by 33% in Q3 2026, selling an estimated $819K and leaving 6,236 shares worth $1.89M. The position accounts for 0.36% of the portfolio, ranked #73.

Castle Rock Wealth Management first reported a position in ARM in Q2 2026 and has held it in 2 quarters since. The position peaked at $3.12M in Q2 2026. 92 funds tracked by Wall St. Rank hold ARM as of Q3 2026.

  • Castle Rock Wealth Management held 6,236 shares of Arm worth $1.89M as of Q3 2026.
  • Castle Rock Wealth Management sold 3,008 Arm shares in Q3 2026, an estimated $819K.
  • Arm made up 0.36% of Castle Rock Wealth Management's portfolio in Q3 2026, its #73 holding.
  • Castle Rock Wealth Management first reported a position in Arm in Q2 2026 and has held it in 2 quarters since.
  • Castle Rock Wealth Management's Arm position peaked at $3.12M in Q2 2026.
  • 92 funds tracked by Wall St. Rank held Arm as of Q3 2026.

Based on Castle Rock Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.