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CreativeOne Wealth’s Arm ARM Stock Holding History

CreativeOne Wealth’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 		$801K Buy
2,258
+467
+26% +$124K 0.02% 653
2026
Q1 		$271K Sell
1,791
-39
-2% -$4.73K 0.01% 1012
2025
Q4 		$200K Buy
1,830
+87
+5% +$12.6K ﹤0.01% 1133
2025
Q3 		$247K Sell
1,743
-390
-18% -$56.8K 0.01% 1029
2025
Q2 		$345K Sell
2,133
-1,211
-36% -$150K 0.01% 874
2025
Q1 		$357K Sell
3,344
-843
-20% -$118K 0.01% 804
2024
Q4 		$517K Buy
4,187
+1,557
+59% +$220K 0.02% 681
2024
Q3 		$376K Sell
2,630
-994
-27% -$141K 0.01% 719
2024
Q2 		$593K Buy
3,624
+1,490
+70% +$185K 0.03% 438
2024
Q1 		$267K Buy
+2,134
New +$226K 0.01% 751

Other funds holding ARM

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

CreativeOne Wealth's ARM Position: Q2 2026 in Review

CreativeOne Wealth increased its Arm (ARM) stake by 26% in Q2 2026, buying an estimated $124K and bringing the position to 2,258 shares worth $801K. The position accounts for 0.02% of the portfolio, ranked #653.

CreativeOne Wealth first reported a position in ARM in Q1 2024 and has held it in 10 quarters since. 956 funds tracked by Wall St. Rank hold ARM as of Q2 2026.

  • CreativeOne Wealth held 2,258 shares of Arm worth $801K as of Q2 2026.
  • CreativeOne Wealth bought 467 Arm shares in Q2 2026, an estimated $124K.
  • Arm made up 0.02% of CreativeOne Wealth's portfolio in Q2 2026, its #653 holding.
  • CreativeOne Wealth first reported a position in Arm in Q1 2024 and has held it in 10 quarters since.
  • 956 funds tracked by Wall St. Rank held Arm as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.