Covestor’s Alarm.com ALRM Stock Holding History

Covestor’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
2026 Q1	$15K	Sell	350 -341	-49%	-$16.3K	0.01%	1213
2025 Q4	$35K	Buy	691 +278	+67%	+$14.2K	0.02%	1029
2025 Q3	$22K	Buy	413 +411	+20,550%	+$22.9K	0.01%	1231
2025 Q2	$0	Sell	2 -185	-99%	-$10.3K	﹤0.01%	2159
2025 Q1	$10K	Buy	187 +157	+523%	+$9.42K	0.01%	1472
2024 Q4	$2K	Sell	30 -25	-45%	-$1.49K	﹤0.01%	1843
2024 Q3	$3K	Hold	55	–	–	﹤0.01%	1758
2024 Q2	$4K	Sell	55 -63	-53%	-$4.17K	﹤0.01%	1776
2024 Q1	$9K	Buy	118 +115	+3,833%	+$7.81K	0.01%	1634
2023 Q4	$0	Hold	3	–	–	﹤0.01%	2098
2023 Q3	$0	Sell	3 -1	-25%	-$57	﹤0.01%	2067
2023 Q2	$0	Hold	4	–	–	﹤0.01%	2086
2023 Q1	$0	Hold	4	–	–	﹤0.01%	1964
2022 Q4	$0	Sell	4 -94	-96%	-$5.18K	﹤0.01%	2009
2022 Q3	$6K	Buy	98 +93	+1,860%	+$6.38K	0.01%	1428
2022 Q2	$0	Sell	5 -2	-29%	-$123	﹤0.01%	1861
2022 Q1	$1K	Sell	7 -10	-59%	-$708	﹤0.01%	1718
2021 Q4	$1K	Buy	+17	New	+$1.39K	﹤0.01%	1616

Other funds holding ALRM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return