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F/M Investments’s Arlo Technologies ARLO Stock Holding History

F/M Investments’s Portfolio ARLO Stock Details ARLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$875K Buy
64,897
+14,424
+29% +$195K 0.04% 201
2026
Q1 		$718K Buy
50,473
+17,968
+55% +$240K 0.05% 203
2025
Q4 		$455K Buy
+32,505
New +$512K 0.02% 345

Other funds holding ARLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

F/M Investments's ARLO Position: Q2 2026 in Review

F/M Investments increased its Arlo Technologies (ARLO) stake by 29% in Q2 2026, buying an estimated $195K and bringing the position to 64,897 shares worth $875K. The position accounts for 0.04% of the portfolio, ranked #201.

F/M Investments first reported a position in ARLO in Q4 2025 and has held it in 3 quarters since. 262 funds tracked by Wall St. Rank hold ARLO as of Q2 2026.

  • F/M Investments held 64,897 shares of Arlo Technologies worth $875K as of Q2 2026.
  • F/M Investments bought 14,424 Arlo Technologies shares in Q2 2026, an estimated $195K.
  • Arlo Technologies made up 0.04% of F/M Investments's portfolio in Q2 2026, its #201 holding.
  • F/M Investments first reported a position in Arlo Technologies in Q4 2025 and has held it in 3 quarters since.
  • 262 funds tracked by Wall St. Rank held Arlo Technologies as of Q2 2026.

Based on F/M Investments's 13F filing for Q2 2026, filed 5 Aug 2026.