CWG
ARM icon

Crown Wealth Group’s Arm ARM Stock Holding History

Crown Wealth Group’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 		$831K Sell
2,345
-259
-10% -$68.9K 0.21% 58
2026
Q1 		$394K Hold
2,604
– – 0.12% 84
2025
Q4 		$285K Hold
2,604
– – 0.08% 98
2025
Q3 		$368K Hold
2,604
– – 0.11% 79
2025
Q2 		$421K Hold
2,604
– – 0.16% 67
2025
Q1 		$278K Buy
2,604
+200
+8% +$27.9K 0.14% 74
2024
Q4 		$297K Hold
2,404
– – 0.12% 87
2024
Q3 		$344K Hold
2,404
– – 0.15% 77
2024
Q2 		$393K Buy
2,404
+200
+9% +$24.9K 0.2% 56
2024
Q1 		$275K Buy
+2,204
New +$234K 0.14% 75

Other funds holding ARM

RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
TCM
Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return
DSAM
Dock Street Asset Management Palm Beach, Florida $1.08B AUM 23.07% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
TEC
Tensor Edge Capital Weston, Massachusetts $1.51B AUM

Crown Wealth Group's ARM Position: Q2 2026 in Review

Crown Wealth Group reduced its Arm (ARM) stake by 9.9% in Q2 2026, selling an estimated $68.9K and leaving 2,345 shares worth $831K. The position accounts for 0.21% of the portfolio, ranked #58.

Crown Wealth Group first reported a position in ARM in Q1 2024 and has held it in 10 quarters since. 346 funds tracked by Wall St. Rank hold ARM as of Q2 2026.

  • Crown Wealth Group held 2,345 shares of Arm worth $831K as of Q2 2026.
  • Crown Wealth Group sold 259 Arm shares in Q2 2026, an estimated $68.9K.
  • Arm made up 0.21% of Crown Wealth Group's portfolio in Q2 2026, its #58 holding.
  • Crown Wealth Group first reported a position in Arm in Q1 2024 and has held it in 10 quarters since.
  • 346 funds tracked by Wall St. Rank held Arm as of Q2 2026.

Based on Crown Wealth Group's 13F filing for Q2 2026, filed 21 Jul 2026.