Creative Planning
ALRM icon

Creative Planning’s Alarm.com ALRM Stock Holding History

Creative Planning’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
Q2 		$416K Buy
+8,907
New +$399K ﹤0.01% 3330
2025
Q4 		– Sell
-12,602
Closed -$669K – 3906
2025
Q3 		$669K Sell
12,602
-4,934
-28% -$275K ﹤0.01% 2470
2025
Q2 		$992K Sell
17,536
-2,962
-14% -$164K ﹤0.01% 1849
2025
Q1 		$1.14M Sell
20,498
-1,868
-8% -$112K ﹤0.01% 1625
2024
Q4 		$1.36M Buy
22,366
+8,052
+56% +$480K ﹤0.01% 1411
2024
Q3 		$783K Sell
14,314
-3,468
-20% -$213K ﹤0.01% 1717
2024
Q2 		$1.13M Sell
17,782
-4,346
-20% -$287K ﹤0.01% 1322
2024
Q1 		$1.6M Buy
22,128
+2,835
+15% +$193K ﹤0.01% 1065
2023
Q4 		$1.25M Buy
19,293
+4,602
+31% +$264K ﹤0.01% 1118
2023
Q3 		$898K Buy
14,691
+9,160
+166% +$518K ﹤0.01% 1214
2023
Q2 		$286K Buy
+5,531
New +$272K ﹤0.01% 1944
2018
Q3 		– Sell
-5,760
Closed -$233K – 2075
2018
Q2 		$233K Buy
+5,760
New +$239K ﹤0.01% 1535
2017
Q3 		– Sell
-1,100
Closed -$41K – 1944
2017
Q2 		$41K Hold
1,100
– – ﹤0.01% 2656
2017
Q1 		$34K Sell
1,100
-100
-8% -$2.9K ﹤0.01% 2739
2016
Q4 		$33K Hold
1,200
– – ﹤0.01% 2717
2016
Q3 		$35K Buy
1,200
+600
+100% +$16.7K ﹤0.01% 2630
2016
Q2 		$15K Buy
600
+400
+200% +$9K ﹤0.01% 2971
2016
Q1 		$5K Hold
200
– – ﹤0.01% 3556
2015
Q4 		$3K Hold
200
– – ﹤0.01% 3877
2015
Q3 		$2K Buy
+200
New +$3.25K ﹤0.01% 3910

Other funds holding ALRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Creative Planning's ALRM Position: Q2 2026 in Review

Creative Planning opened a new position in Alarm.com (ALRM) in Q2 2026: 8,907 shares worth $416K. The stake represents ﹤0.01% of the portfolio and ranks #3330 among its holdings. This is a return to the name: Creative Planning previously reported a position in ALRM as recently as Q3 2025.

Creative Planning first reported a position in ALRM in Q3 2015 and has held it in 20 quarters since. The position peaked at $1.6M in Q1 2024. 315 funds tracked by Wall St. Rank hold ALRM as of Q2 2026.

  • Creative Planning held 8,907 shares of Alarm.com worth $416K as of Q2 2026.
  • Alarm.com was a new Creative Planning position in Q2 2026.
  • Alarm.com made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3330 holding.
  • Creative Planning first reported a position in Alarm.com in Q3 2015 and has held it in 20 quarters since.
  • Creative Planning's Alarm.com position peaked at $1.6M in Q1 2024.
  • 315 funds tracked by Wall St. Rank held Alarm.com as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.