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Diversified Trust’s Arm ARM Stock Holding History

Diversified Trust’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 		$546K Buy
1,540
+12
+0.8% +$3.19K 0.01% 725
2026
Q1 		$231K Buy
+1,528
New +$185K ﹤0.01% 928
2025
Q4 		– Sell
-1,552
Closed -$220K – 1045
2025
Q3 		$220K Sell
1,552
-200
-11% -$29.1K ﹤0.01% 904
2025
Q2 		$283K Sell
1,752
-375
-18% -$46.5K 0.01% 771
2025
Q1 		$227K Sell
2,127
-314
-13% -$43.8K 0.01% 816
2024
Q4 		$301K Buy
+2,441
New +$344K 0.01% 741

Other funds holding ARM

HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 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
TEC
Tensor Edge Capital Weston, Massachusetts $1.51B AUM
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
US
UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return

Diversified Trust's ARM Position: Q2 2026 in Review

Diversified Trust increased its Arm (ARM) stake by 0.79% in Q2 2026, buying an estimated $3.19K and bringing the position to 1,540 shares worth $546K. The position accounts for 0.01% of the portfolio, ranked #725.

Diversified Trust first reported a position in ARM in Q4 2024 and has held it in 6 quarters since. 113 funds tracked by Wall St. Rank hold ARM as of Q2 2026.

  • Diversified Trust held 1,540 shares of Arm worth $546K as of Q2 2026.
  • Diversified Trust bought 12 Arm shares in Q2 2026, an estimated $3.19K.
  • Arm made up 0.01% of Diversified Trust's portfolio in Q2 2026, its #725 holding.
  • Diversified Trust first reported a position in Arm in Q4 2024 and has held it in 6 quarters since.
  • 113 funds tracked by Wall St. Rank held Arm as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.