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

EverSource 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	$8.86K	Buy	205 +15	+8%	+$716	﹤0.01%	2979
2025 Q4	$9.69K	Sell	190 -84	-31%	-$4.28K	﹤0.01%	2811
2025 Q3	$14.5K	Buy	274 +162	+145%	+$9.04K	﹤0.01%	2583
2025 Q2	$6.34K	Buy	112 +21	+23%	+$1.17K	﹤0.01%	3054
2025 Q1	$5.07K	Buy	91 +14	+18%	+$840	﹤0.01%	2490
2024 Q4	$4.68K	Buy	77 +53	+221%	+$3.16K	﹤0.01%	2376
2024 Q3	$1.31K	Sell	24 -16	-40%	-$982	﹤0.01%	2657
2024 Q2	$2.82K	Buy	40 +34	+567%	+$2.25K	﹤0.01%	2434
2024 Q1	$400	Buy	+6	New	+$408	﹤0.01%	2761
2022 Q4	–	Sell	-1,110	Closed	-$72K	–	2304
2022 Q3	$72K	Buy	1,110 +204	+23%	+$14K	0.02%	532
2022 Q2	$56K	Buy	+906	New	+$55.7K	0.01%	588

Other funds holding ALRM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return