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Concurrent Investment Advisors’s Arm ARM Stock Holding History

Concurrent Investment 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
Q2 		$10.8M Buy
30,570
+21,559
+239% +$5.73M 0.09% 239
2026
Q1 		$1.36M Buy
9,011
+4,811
+115% +$584K 0.01% 756
2025
Q4 		$459K Sell
4,200
-2,491
-37% -$362K 0.01% 1186
2025
Q3 		$947K Buy
6,691
+1,805
+37% +$263K 0.02% 672
2025
Q2 		$790K Buy
+4,886
New +$606K 0.02% 676

Other funds holding ARM

RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
TCM
Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return
DSAM
Dock Street Asset Management Palm Beach, Florida $1.08B AUM 23.07% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
TEC
Tensor Edge Capital Weston, Massachusetts $1.51B AUM

Concurrent Investment Advisors's ARM Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Arm (ARM) stake by 239% in Q2 2026, buying an estimated $5.73M and bringing the position to 30,570 shares worth $10.8M. The position accounts for 0.09% of the portfolio, ranked #239.

Concurrent Investment Advisors first reported a position in ARM in Q2 2025 and has held it in 5 quarters since. 366 funds tracked by Wall St. Rank hold ARM as of Q2 2026.

  • Concurrent Investment Advisors held 30,570 shares of Arm worth $10.8M as of Q2 2026.
  • Concurrent Investment Advisors bought 21,559 Arm shares in Q2 2026, an estimated $5.73M.
  • Arm made up 0.09% of Concurrent Investment Advisors's portfolio in Q2 2026, its #239 holding.
  • Concurrent Investment Advisors first reported a position in Arm in Q2 2025 and has held it in 5 quarters since.
  • 366 funds tracked by Wall St. Rank held Arm as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.