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 Q2	$15.5M	Buy	43,634 +30,011	+220%	+$7.98M	0.01%	624
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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Creative Planning's ARM Position: Q2 2026 in Review

Creative Planning increased its Arm (ARM) stake by 220% in Q2 2026, buying an estimated $7.98M and bringing the position to 43,634 shares worth $15.5M. The position accounts for 0.01% of the portfolio, ranked #624.

Creative Planning first reported a position in ARM in Q4 2023 and has held it in 11 quarters since. 957 funds tracked by Wall St. Rank hold ARM as of Q2 2026.

Creative Planning held 43,634 shares of Arm worth $15.5M as of Q2 2026.
Creative Planning bought 30,011 Arm shares in Q2 2026, an estimated $7.98M.
Arm made up 0.01% of Creative Planning's portfolio in Q2 2026, its #624 holding.
Creative Planning first reported a position in Arm in Q4 2023 and has held it in 11 quarters since.
957 funds tracked by Wall St. Rank held Arm as of Q2 2026.

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