CA
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Clearstead Advisors’s Arm ARM Stock Holding History

Clearstead Advisors’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 		$133K Sell
876
-554
-39% -$67.2K ﹤0.01% 1076
2025
Q4 		$156K Sell
1,430
-76
-5% -$11.1K ﹤0.01% 983
2025
Q3 		$213K Sell
1,506
-238
-14% -$34.7K ﹤0.01% 868
2025
Q2 		$282K Buy
1,744
+60
+4% +$7.45K ﹤0.01% 787
2025
Q1 		$180K Buy
1,684
+1,098
+187% +$153K ﹤0.01% 858
2024
Q4 		$72.3K Buy
586
+6
+1% +$846 ﹤0.01% 1088
2024
Q3 		$82.9K Buy
580
+212
+58% +$30.1K ﹤0.01% 1071
2024
Q2 		$60.2K Buy
368
+158
+75% +$19.6K ﹤0.01% 1122
2024
Q1 		$24.6K Buy
+210
New +$22.3K ﹤0.01% 906

Other funds holding ARM

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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
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 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