Circle Wealth Management’s Arm ARM Stock Holding History

Circle 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
2025 Q4	–	Sell	-2,056	Closed	-$291K	–	245
2025 Q3	$291K	Buy	+2,056	New	+$299K	0.01%	195

Other funds holding ARM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

SGA

Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Circle Wealth Management's ARM Position: Q4 2025 in Review

Circle Wealth Management sold out of Arm (ARM) in Q4 2025, closing a stake of 2,056 shares — an estimated $291K sold.

Circle Wealth Management first reported a position in ARM in Q3 2025 and held it in 1 quarter. The position peaked at $291K in Q3 2025. 652 funds tracked by Wall St. Rank hold ARM as of Q4 2025.

Circle Wealth Management reported no remaining Arm position as of Q4 2025 after selling out during the quarter.
Circle Wealth Management sold 2,056 Arm shares in Q4 2025, an estimated $291K.
Circle Wealth Management first reported a position in Arm in Q3 2025 and held it in 1 quarter.
Circle Wealth Management's Arm position peaked at $291K in Q3 2025.
652 funds tracked by Wall St. Rank held Arm as of Q4 2025.

Based on Circle Wealth Management's 13F filing for Q4 2025, filed 13 Feb 2026.