Cresset Asset Management’s Alarm.com ALRM Stock Holding History

Cresset Asset Management’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
2026 Q1	–	Sell	-40,181	Closed	-$2.05M	–	1658
2025 Q4	$2.05M	Sell	40,181 -38	-0.1%	-$1.94K	0.01%	562
2025 Q3	$2.13M	Buy	40,219 +325	+0.8%	+$18.1K	0.01%	509
2025 Q2	$2.26M	Buy	+39,894	New	+$2.21M	0.01%	466
2024 Q4	–	Sell	-5,606	Closed	-$306K	–	1771
2024 Q3	$306K	Sell	5,606 -14	-0.2%	-$860	﹤0.01%	1792
2024 Q2	$357K	Sell	5,620 -6,004	-52%	-$397K	﹤0.01%	1622
2024 Q1	$842K	Sell	11,624 -2,142	-16%	-$145K	﹤0.01%	1064
2023 Q4	$890K	Sell	13,766 -138	-1%	-$7.92K	0.01%	950
2023 Q3	$850K	Sell	13,904 -22	-0.2%	-$1.24K	0.01%	929
2023 Q2	$720K	Buy	+13,926	New	+$685K	0.01%	1088
2021 Q4	–	Sell	-3,221	Closed	-$252K	–	1128
2021 Q3	$252K	Sell	3,221 -3	-0.1%	-$248	﹤0.01%	923
2021 Q2	$274K	Buy	+3,224	New	+$275K	﹤0.01%	817
2019 Q2	–	Sell	-1,711	Closed	-$111K	–	520
2019 Q1	$111K	Buy	1,711 +1,633	+2,094%	+$99.1K	﹤0.01%	523
2018 Q4	$4K	Buy	+78	New	+$3.77K	﹤0.01%	1067

Other funds holding ALRM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors

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

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return