Fortis Capital Advisors’s Arm ARM Stock Holding History

Fortis Capital 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	$1.5M	Sell	4,233 -1,066	-20%	-$283K	0.17%	107
2026 Q1	$802K	Buy	5,299 +2,859	+117%	+$347K	0.11%	169
2025 Q4	$267K	Sell	2,440 -74	-3%	-$10.8K	0.04%	259
2025 Q3	$356K	Hold	2,514	–	–	0.06%	208
2025 Q2	$407K	Sell	2,514 -9	-0.4%	-$1.12K	0.07%	176
2025 Q1	$269K	Sell	2,523 -502	-17%	-$70K	0.05%	215
2024 Q4	$402K	Hold	3,025	–	–	0.14%	123
2024 Q3	$433K	Sell	3,025 -874	-22%	-$124K	0.14%	111
2024 Q2	$638K	Buy	3,899 +789	+25%	+$98.1K	0.23%	83
2024 Q1	$389K	Buy	+3,110	New	+$330K	0.16%	115

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

Fortis Capital Advisors's ARM Position: Q2 2026 in Review

Fortis Capital Advisors reduced its Arm (ARM) stake by 20% in Q2 2026, selling an estimated $283K and leaving 4,233 shares worth $1.5M. The position accounts for 0.17% of the portfolio, ranked #107.

Fortis Capital Advisors first reported a position in ARM in Q1 2024 and has held it in 10 quarters since. 956 funds tracked by Wall St. Rank hold ARM as of Q2 2026.

Fortis Capital Advisors held 4,233 shares of Arm worth $1.5M as of Q2 2026.
Fortis Capital Advisors sold 1,066 Arm shares in Q2 2026, an estimated $283K.
Arm made up 0.17% of Fortis Capital Advisors's portfolio in Q2 2026, its #107 holding.
Fortis Capital Advisors first reported a position in Arm in Q1 2024 and has held it in 10 quarters since.
956 funds tracked by Wall St. Rank held Arm as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.