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 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

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

SGA

Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return

Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return

ACM

Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return

EverSource Wealth Advisors's ARM Position: Q1 2026 in Review

EverSource Wealth Advisors reduced its Arm (ARM) stake by 48% in Q1 2026, selling an estimated $225K and leaving 1,995 shares worth $302K. The position accounts for 0.01% of the portfolio, ranked #841.

EverSource Wealth Advisors first reported a position in ARM in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.35M in Q2 2025. 742 funds tracked by Wall St. Rank hold ARM as of Q1 2026.

EverSource Wealth Advisors held 1,995 shares of Arm worth $302K as of Q1 2026.
EverSource Wealth Advisors sold 1,856 Arm shares in Q1 2026, an estimated $225K.
Arm made up 0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #841 holding.
EverSource Wealth Advisors first reported a position in Arm in Q2 2024 and has held it in 8 quarters since.
EverSource Wealth Advisors's Arm position peaked at $1.35M in Q2 2025.
742 funds tracked by Wall St. Rank held Arm as of Q1 2026.

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