Dakota Wealth Management’s Arm ARM Stock Holding History

Dakota Wealth Management’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	$4.16M	Buy	+11,728	New	+$3.12M	0.08%	207
2025 Q3	–	Sell	-1,879	Closed	-$304K	–	655
2025 Q2	$304K	Sell	1,879 -22,204	-92%	-$2.76M	0.01%	614
2025 Q1	$2.57M	Buy	24,083 +9,120	+61%	+$1.27M	0.06%	226
2024 Q4	$1.85M	Sell	14,963 -40,447	-73%	-$5.7M	0.04%	274
2024 Q3	$7.92M	Sell	55,410 -16,823	-23%	-$2.39M	0.18%	113
2024 Q2	$11.8M	Buy	72,233 +25,905	+56%	+$3.22M	0.28%	81
2024 Q1	$5.79M	Buy	46,328 +32,913	+245%	+$3.49M	0.14%	143
2023 Q4	$1.01M	Buy	+13,415	New	+$784K	0.04%	309

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

Dakota Wealth Management's ARM Position: Q2 2026 in Review

Dakota Wealth Management opened a new position in Arm (ARM) in Q2 2026: 11,728 shares worth $4.16M. The stake represents 0.08% of the portfolio and ranks #207 among its holdings. This is a return to the name: Dakota Wealth Management previously reported a position in ARM as recently as Q2 2025.

Dakota Wealth Management first reported a position in ARM in Q4 2023 and has held it in 8 quarters since. The position peaked at $11.8M in Q2 2024. 957 funds tracked by Wall St. Rank hold ARM as of Q2 2026.

Dakota Wealth Management held 11,728 shares of Arm worth $4.16M as of Q2 2026.
Arm was a new Dakota Wealth Management position in Q2 2026.
Arm made up 0.08% of Dakota Wealth Management's portfolio in Q2 2026, its #207 holding.
Dakota Wealth Management first reported a position in Arm in Q4 2023 and has held it in 8 quarters since.
Dakota Wealth Management's Arm position peaked at $11.8M in Q2 2024.
957 funds tracked by Wall St. Rank held Arm as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.