CWM
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Congress Wealth Management’s Arm ARM Stock Holding History

Congress 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
Q2 		$323K Sell
1,997
-359
-15% -$44.6K ﹤0.01% 1045
2025
Q1 		$255K Buy
+2,356
New +$329K ﹤0.01% 976

Other funds holding ARM

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $99.1B AUM 124.46% 1-Year Est. Return

Congress Wealth Management's ARM Position: Q2 2025 in Review

Congress Wealth Management reduced its Arm (ARM) stake by 15% in Q2 2025, selling an estimated $44.6K and leaving 1,997 shares worth $323K. The position accounts for ﹤0.01% of the portfolio, ranked #1045.

Congress Wealth Management first reported a position in ARM in Q1 2025 and has held it in 2 quarters since. 668 funds tracked by Wall St. Rank hold ARM as of Q2 2025.

  • Congress Wealth Management held 1,997 shares of Arm worth $323K as of Q2 2025.
  • Congress Wealth Management sold 359 Arm shares in Q2 2025, an estimated $44.6K.
  • Arm made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1045 holding.
  • Congress Wealth Management first reported a position in Arm in Q1 2025 and has held it in 2 quarters since.
  • 668 funds tracked by Wall St. Rank held Arm as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.