Envestnet Portfolio Solutions’s Arm ARM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.76M Buy
+7,771
New +$2.07M 0.01% 436
2025
Q4
Sell
-1,536
Closed -$217K 1489
2025
Q3
$217K Sell
1,536
-1,771
-54% -$258K ﹤0.01% 1393
2025
Q2
$535K Sell
3,307
-760
-19% -$94.3K ﹤0.01% 1066
2025
Q1
$434K Buy
4,067
+1,940
+91% +$271K ﹤0.01% 1116
2024
Q4
$262K Buy
2,127
+133
+7% +$18.8K ﹤0.01% 1561
2024
Q3
$285K Sell
1,994
-249
-11% -$35.4K ﹤0.01% 1477
2024
Q2
$367K Buy
2,243
+468
+26% +$58.2K ﹤0.01% 1268
2024
Q1
$222K Buy
+1,775
New +$188K ﹤0.01% 1513

Other funds holding ARM

Envestnet Portfolio Solutions's ARM Position: Q2 2026 in Review

Envestnet Portfolio Solutions opened a new position in Arm (ARM) in Q2 2026: 7,771 shares worth $2.76M. The stake represents 0.01% of the portfolio and ranks #436 among its holdings. This is a return to the name: Envestnet Portfolio Solutions previously reported a position in ARM as recently as Q3 2025.

Envestnet Portfolio Solutions first reported a position in ARM in Q1 2024 and has held it in 8 quarters since. 956 funds tracked by Wall St. Rank hold ARM as of Q2 2026.

  • Envestnet Portfolio Solutions held 7,771 shares of Arm worth $2.76M as of Q2 2026.
  • Arm was a new Envestnet Portfolio Solutions position in Q2 2026.
  • Arm made up 0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #436 holding.
  • Envestnet Portfolio Solutions first reported a position in Arm in Q1 2024 and has held it in 8 quarters since.
  • 956 funds tracked by Wall St. Rank held Arm as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.