Clearstead Trust’s Alarm.com ALRM Stock Holding History

Clearstead Trust’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
2025 Q4	–	Sell	-25	Closed	-$1.33K	–	1030
2025 Q3	$1.33K	Hold	25	–	–	﹤0.01%	1132
2025 Q2	$1.42K	Buy	+25	New	+$1.39K	﹤0.01%	1048

Other funds holding ALRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Clearstead Trust's ALRM Position: Q4 2025 in Review

Clearstead Trust sold out of Alarm.com (ALRM) in Q4 2025, closing a stake of 25 shares — an estimated $1.33K sold.

Clearstead Trust first reported a position in ALRM in Q2 2025 and held it in 2 quarters. The position peaked at $1.42K in Q2 2025. 306 funds tracked by Wall St. Rank hold ALRM as of Q4 2025.

Clearstead Trust reported no remaining Alarm.com position as of Q4 2025 after selling out during the quarter.
Clearstead Trust sold 25 Alarm.com shares in Q4 2025, an estimated $1.33K.
Clearstead Trust first reported a position in Alarm.com in Q2 2025 and held it in 2 quarters.
Clearstead Trust's Alarm.com position peaked at $1.42K in Q2 2025.
306 funds tracked by Wall St. Rank held Alarm.com as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.