Creative Planning’s Arm ARM Stock Holding History

Creative Planning’s Portfolio ARM Stock Details ARM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.06M	Sell	13,623 -47,601	-78%	-$5.78M	﹤0.01%	1873
2025 Q4	$6.69M	Buy	61,224 +2,368	+4%	+$344K	﹤0.01%	818
2025 Q3	$8.33M	Buy	58,856 +53,531	+1,005%	+$7.8M	0.01%	640
2025 Q2	$861K	Sell	5,325 -31,531	-86%	-$3.91M	﹤0.01%	1989
2025 Q1	$3.94M	Buy	36,856 +925	+3%	+$129K	﹤0.01%	808
2024 Q4	$4.43M	Sell	35,931 -2,051	-5%	-$289K	﹤0.01%	707
2024 Q3	$5.43M	Buy	37,982 +6,381	+20%	+$907K	0.01%	613
2024 Q2	$5.17M	Buy	31,601 +25,733	+439%	+$3.2M	0.01%	607
2024 Q1	$733K	Sell	5,868 -687	-10%	-$72.8K	﹤0.01%	1571
2023 Q4	$493K	Buy	+6,555	New	+$383K	﹤0.01%	1722

Other funds holding ARM

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

SGA

Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return

Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return

ACM

Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return

Creative Planning's ARM Position: Q1 2026 in Review

Creative Planning reduced its Arm (ARM) stake by 78% in Q1 2026, selling an estimated $5.78M and leaving 13,623 shares worth $2.06M. The position accounts for ﹤0.01% of the portfolio, ranked #1873.

Creative Planning first reported a position in ARM in Q4 2023 and has held it in 10 quarters since. The position peaked at $8.33M in Q3 2025. 742 funds tracked by Wall St. Rank hold ARM as of Q1 2026.

Creative Planning held 13,623 shares of Arm worth $2.06M as of Q1 2026.
Creative Planning sold 47,601 Arm shares in Q1 2026, an estimated $5.78M.
Arm made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1873 holding.
Creative Planning first reported a position in Arm in Q4 2023 and has held it in 10 quarters since.
Creative Planning's Arm position peaked at $8.33M in Q3 2025.
742 funds tracked by Wall St. Rank held Arm as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.