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
2024
Q3 		– Sell
-4,600
Closed -$5.81K – 3193
2024
Q2 		$5.81K Hold
4,600
– – ﹤0.01% 3024
2024
Q1 		$3.45K Buy
+4,600
New +$312K ﹤0.01% 2897
2023
Q4 		– Sell
-7,000
Closed -$12.3K – 2756
2023
Q3 		$12.3K Buy
+7,000
New +$396K ﹤0.01% 2633

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.