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EP Wealth Advisors’s Alarm.com ALRM Stock Holding History

EP Wealth Advisors’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
-4,720
Closed -$241K – 1500
2025
Q4 		$241K Buy
+4,720
New +$241K ﹤0.01% 1262
2025
Q2 		$272K Buy
4,813
+66
+1% +$3.66K ﹤0.01% 1079
2025
Q1 		$264K Buy
4,747
+1,383
+41% +$83K ﹤0.01% 982
2024
Q4 		$205K Buy
+3,364
New +$200K ﹤0.01% 1069

Other funds holding ALRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

EP Wealth Advisors's ALRM Position: Q1 2026 in Review

EP Wealth Advisors sold out of Alarm.com (ALRM) in Q1 2026, closing a stake of 4,720 shares — an estimated $241K sold.

EP Wealth Advisors first reported a position in ALRM in Q4 2024 and held it in 4 quarters. The position peaked at $272K in Q2 2025. 295 funds tracked by Wall St. Rank hold ALRM as of Q1 2026.

  • EP Wealth Advisors reported no remaining Alarm.com position as of Q1 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 4,720 Alarm.com shares in Q1 2026, an estimated $241K.
  • EP Wealth Advisors first reported a position in Alarm.com in Q4 2024 and held it in 4 quarters.
  • EP Wealth Advisors's Alarm.com position peaked at $272K in Q2 2025.
  • 295 funds tracked by Wall St. Rank held Alarm.com as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.