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
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 $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DGI
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
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
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return