Cerity Partners’s Alarm.com ALRM Stock Holding History

Cerity Partners’s Portfolio ALRM Stock Details ALRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$254K	Sell	5,879 -2,384	-29%	-$114K	﹤0.01%	2728
2025 Q4	$422K	Buy	8,263 +1,962	+31%	+$100K	﹤0.01%	2210
2025 Q3	$334K	Buy	6,301 +2,749	+77%	+$153K	﹤0.01%	2209
2025 Q2	$201K	Buy	+3,552	New	+$197K	﹤0.01%	2357

Other funds holding ALRM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Cerity Partners's ALRM Position: Q1 2026 in Review

Cerity Partners reduced its Alarm.com (ALRM) stake by 29% in Q1 2026, selling an estimated $114K and leaving 5,879 shares worth $254K. The position accounts for ﹤0.01% of the portfolio, ranked #2728.

Cerity Partners first reported a position in ALRM in Q2 2025 and has held it in 4 quarters since. The position peaked at $422K in Q4 2025. 295 funds tracked by Wall St. Rank hold ALRM as of Q1 2026.

Cerity Partners held 5,879 shares of Alarm.com worth $254K as of Q1 2026.
Cerity Partners sold 2,384 Alarm.com shares in Q1 2026, an estimated $114K.
Alarm.com made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #2728 holding.
Cerity Partners first reported a position in Alarm.com in Q2 2025 and has held it in 4 quarters since.
Cerity Partners's Alarm.com position peaked at $422K in Q4 2025.
295 funds tracked by Wall St. Rank held Alarm.com as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.