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 New York $5.72T AUM 30.48% 1-Year Est. Return

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 Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Creative Planning's ALRM Position: Q4 2025 in Review

Creative Planning sold out of Alarm.com (ALRM) in Q4 2025, closing a stake of 12,602 shares — an estimated $669K sold.

Creative Planning first reported a position in ALRM in Q3 2015 and held it in 19 quarters. The position peaked at $1.6M in Q1 2024. 306 funds tracked by Wall St. Rank hold ALRM as of Q4 2025.

Creative Planning reported no remaining Alarm.com position as of Q4 2025 after selling out during the quarter.
Creative Planning sold 12,602 Alarm.com shares in Q4 2025, an estimated $669K.
Creative Planning first reported a position in Alarm.com in Q3 2015 and held it in 19 quarters.
Creative Planning's Alarm.com position peaked at $1.6M in Q1 2024.
306 funds tracked by Wall St. Rank held Alarm.com as of Q4 2025.

Based on Creative Planning's 13F filing for Q4 2025, filed 17 Feb 2026.