FGC
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Financial Gravity Companies’s Arm ARM Stock Holding History

Financial Gravity Companies’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
2025
Q2 		$3.86M Buy
+23,880
New +$2.96M 0.76% 35
2024
Q4 		$2.63M Buy
+21,287
New +$3M 0.6% 40

Other funds holding ARM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return

Financial Gravity Companies's ARM Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Arm (ARM) in Q2 2025: 23,880 shares worth $3.86M. The stake represents 0.76% of the portfolio and ranks #35 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in ARM as recently as Q4 2024.

Financial Gravity Companies first reported a position in ARM in Q4 2024 and has held it in 2 quarters since. 668 funds tracked by Wall St. Rank hold ARM as of Q2 2025.

  • Financial Gravity Companies held 23,880 shares of Arm worth $3.86M as of Q2 2025.
  • Arm was a new Financial Gravity Companies position in Q2 2025.
  • Arm made up 0.76% of Financial Gravity Companies's portfolio in Q2 2025, its #35 holding.
  • Financial Gravity Companies first reported a position in Arm in Q4 2024 and has held it in 2 quarters since.
  • 668 funds tracked by Wall St. Rank held Arm as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.