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EP Wealth Advisors’s Arm ARM Stock Holding History

EP Wealth Advisors’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 		$1.44M Buy
4,055
+2,271
+127% +$604K 0.01% 661
2026
Q1 		$270K Sell
1,784
-533
-23% -$64.7K ﹤0.01% 1231
2025
Q4 		$253K Buy
+2,317
New +$337K ﹤0.01% 1233

Other funds holding ARM

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

EP Wealth Advisors's ARM Position: Q2 2026 in Review

EP Wealth Advisors increased its Arm (ARM) stake by 127% in Q2 2026, buying an estimated $604K and bringing the position to 4,055 shares worth $1.44M. The position accounts for 0.01% of the portfolio, ranked #661.

EP Wealth Advisors first reported a position in ARM in Q4 2025 and has held it in 3 quarters since. 956 funds tracked by Wall St. Rank hold ARM as of Q2 2026.

  • EP Wealth Advisors held 4,055 shares of Arm worth $1.44M as of Q2 2026.
  • EP Wealth Advisors bought 2,271 Arm shares in Q2 2026, an estimated $604K.
  • Arm made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #661 holding.
  • EP Wealth Advisors first reported a position in Arm in Q4 2025 and has held it in 3 quarters since.
  • 956 funds tracked by Wall St. Rank held Arm as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.