EverSource Wealth Advisors’s Arm ARM Stock Holding History

EverSource 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	$663K	Sell	1,871 -124	-6%	-$33K	0.02%	465
2026 Q1	$302K	Sell	1,995 -1,856	-48%	-$225K	0.01%	841
2025 Q4	$421K	Sell	3,851 -5,658	-60%	-$823K	0.02%	601
2025 Q3	$1.35M	Buy	9,509 +1,145	+14%	+$167K	0.05%	241
2025 Q2	$1.35M	Buy	8,364 +8,034	+2,435%	+$997K	0.06%	215
2025 Q1	$35.2K	Buy	330 +272	+469%	+$37.9K	﹤0.01%	1412
2024 Q4	$7.16K	Buy	58 +25	+76%	+$3.52K	﹤0.01%	2172
2024 Q3	$4.72K	Buy	33 +25	+313%	+$3.55K	﹤0.01%	2250
2024 Q2	$1.15K	Buy	+8	New	+$995	﹤0.01%	2708

Other funds holding ARM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its Arm (ARM) stake by 6.2% in Q2 2026, selling an estimated $33K and leaving 1,871 shares worth $663K. The position accounts for 0.02% of the portfolio, ranked #465.

EverSource Wealth Advisors first reported a position in ARM in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.35M in Q2 2025. 960 funds tracked by Wall St. Rank hold ARM as of Q2 2026.

EverSource Wealth Advisors held 1,871 shares of Arm worth $663K as of Q2 2026.
EverSource Wealth Advisors sold 124 Arm shares in Q2 2026, an estimated $33K.
Arm made up 0.02% of EverSource Wealth Advisors's portfolio in Q2 2026, its #465 holding.
EverSource Wealth Advisors first reported a position in Arm in Q2 2024 and has held it in 9 quarters since.
EverSource Wealth Advisors's Arm position peaked at $1.35M in Q2 2025.
960 funds tracked by Wall St. Rank held Arm as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.