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 Q2	$3.12M	Buy	+9,244	New	+$2.46M	0.61%	49

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

Castle Rock Wealth Management's ARM Position: Q2 2026 in Review

Castle Rock Wealth Management opened a new position in Arm (ARM) in Q2 2026: 9,244 shares worth $3.12M. The stake represents 0.61% of the portfolio and ranks #49 among its holdings.

956 funds tracked by Wall St. Rank hold ARM as of Q2 2026.

Castle Rock Wealth Management held 9,244 shares of Arm worth $3.12M as of Q2 2026.
Arm was a new Castle Rock Wealth Management position in Q2 2026.
Arm made up 0.61% of Castle Rock Wealth Management's portfolio in Q2 2026, its #49 holding.
956 funds tracked by Wall St. Rank held Arm as of Q2 2026.

Based on Castle Rock Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.